Plan Snapshot
- Plan Sponsor: Samuel S Adelsberg & Co
- Sponsor EIN: 112479096
- Sponsor Address: 280 NORTHERN BLVD, GREAT NECK, NY, 110214704
- Plan Type: DC
- Total Participants: 25
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 25 | $8.4M | $258,773 | $294,779 |
| 2023 | 25 | $7.7M | $238,992 | $277,415 |
| 2022 | 25 | $6.9M | $205,704 | $238,389 |