Plan Snapshot
- Plan Sponsor: Rosenblatt Securities, INC.
- Sponsor EIN: 132975865
- Sponsor Address: 40 WALL STREET, NEW YORK, NY, 10005
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $10.6M
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 | 45 | $10.6M | $66,886 | $570,613 |
| 2023 | 53 | $8.5M | $77,370 | $549,513 |
| 2022 | 61 | $7.1M | $0 | $548,925 |