Plan Snapshot
- Plan Sponsor: Rosen & Glaser Cpas, PC
- Sponsor EIN: 113042264
- Sponsor Address: 60 CUTTER MILL ROAD, SUITE 310, GREAT NECK, NY, 11021
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $3.2M | $43,697 | $119,426 |
| 2023 | 6 | $2.4M | $52,528 | $110,285 |
| 2022 | 7 | $1.8M | $104,836 | $98,330 |