Plan Snapshot
- Plan Sponsor: Selzer Gurvitch Rabin Wertheimer & Polott, P.C.
- Sponsor EIN: 521768214
- Sponsor Address: 4416 EAST WEST HIGHWAY, BETHESDA, MD, 208144568
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 35
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 35 | $8.8M | $483,346 | $492,026 |
| 2023 | 37 | $7.1M | $379,928 | $524,145 |
| 2022 | 29 | $6.4M | $0 | $431,578 |