Plan Snapshot
- Plan Sponsor: Reference Data Services, LLC
- Sponsor EIN: 473925272
- Sponsor Address: P O BOX 70218, STATEN ISLAND, NY, 10307
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $3.2M | $34,330 | $47,905 |
| 2023 | 4 | $2.7M | $33,062 | $45,179 |
| 2022 | 4 | $2.3M | $47,783 | $83,850 |