# Ritholtz Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/ritholtz-wealth-management-llc-401k-plan

> Ritholtz Wealth Management's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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