Rothschild North America INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rothschild North America INC.
  • Sponsor EIN: 133438524
  • Sponsor Address: 1251 AVENUE OF THE AMERICAS 51ST FL, NEW YORK, NY, 10020
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 1
  • Total Assets: $703,515

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$703,515$0$0
20232$701,222$0$0
20224$650,128$0$0

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