Plan Snapshot
- Plan Sponsor: Richard Grubb & Associates, INC.
- Sponsor EIN: 222892560
- Sponsor Address: 259 PROSPECT PLAINS ROAD, CRANBURY, NJ, 08512
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $5.5M
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 | 71 | $5.5M | $123,517 | $409,984 |
| 2023 | 65 | $4.6M | $103,264 | $349,991 |
| 2022 | 61 | $3.6M | $78,324 | $269,826 |