Rzh Advisors 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Rzh Advisors
  • Sponsor EIN: 061571660
  • Sponsor Address: 1 LANDMARK SQUARE 11TH FLOOR, STAMFORD, CT, 06901
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $3.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202311$3.8M$229,937$164,630
20229$3.3M$174,864$151,819

Similar Plans