Plan Snapshot
- Plan Sponsor: Rubin Paterniti Gonzalez Rizzo Kauf
- Sponsor EIN: 832259518
- Sponsor Address: 200 GARDEN CITY PLAZA, SUITE 400, GARDEN CITY, NY, 11530
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 65
- Total Assets: $4.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 65 | $4.9M | $0 | $0 |
| 2024 | 45 | $3.6M | $190,370 | $529,761 |
| 2023 | 39 | $2.6M | $0 | $399,959 |
| 2022 | 29 | $1.3M | $0 | $318,907 |