Plan Snapshot
- Plan Sponsor: Rothstein-Tauber, INC.
- Sponsor EIN: 061032879
- Sponsor Address: 383 MAIN AVENUE SUITE 706, NORWALK, CT, 06851
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $15.4M
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. |
|---|
| 2024 | 41 | $15.4M | $121,869 | $545,897 |
| 2023 | 44 | $13.6M | $131,896 | $621,330 |
| 2022 | 45 | $11.8M | $75,116 | $551,339 |