Plan Snapshot
- Plan Sponsor: Semanoff Ormsby Greenberg & Torchia, LLC
- Sponsor EIN: 233035156
- Sponsor Address: 2617 HUNTINGDON PIKE, HUNTINGDON VALLEY, PA, 190065109
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 59 | $19.5M | $216,254 | $731,021 |
| 2023 | 54 | $16.9M | $211,910 | $674,222 |
| 2022 | 51 | $13.8M | $150,946 | $626,152 |