Plan Snapshot
- Plan Sponsor: Rosen, Sapperstein & Friedlander, LLC
- Sponsor EIN: 475153865
- Sponsor Address: 405 YORK ROAD, TOWSON, MD, 21204
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $6.6M
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. |
|---|
| 2025 | 78 | $6.6M | $644,316 | $802,472 |
| 2024 | 80 | $15.2M | $271,428 | $854,424 |
| 2023 | 62 | $12.6M | $265,000 | $567,668 |
| 2022 | 60 | $11.3M | $325,000 | $523,495 |