Plan Snapshot
- Plan Sponsor: Ritholtz Wealth Management
- Sponsor EIN: 463303127
- Sponsor Address: 24 WEST 40TH STREET, 15TH FLOOR, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $10.7M
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 | 69 | $10.7M | $437,175 | $1.2M |
| 2023 | 58 | $8.1M | $360,403 | $924,933 |
| 2022 | 54 | $4.9M | $290,262 | $785,354 |