# Richard Grubb & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/richard-grubb-associates-inc-401k-plan

> Richard Grubb & Associates, INC.'s 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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