# Rothstein-Tauber, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rothstein-tauber-inc-401k-plan

> Rothstein-Tauber, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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