Plan Snapshot
- Plan Sponsor: Roosevelt & Cross, Incorporated
- Sponsor EIN: 132728032
- Sponsor Address: ONE EXCHANGE PLAZA, NEW YORK, NY, 10006
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 36 | $13.3M | $0 | $464,108 |
| 2023 | 40 | $10.6M | $0 | $476,539 |
| 2022 | 44 | $8.6M | $0 | $438,583 |