Plan Snapshot
- Plan Sponsor: Shapley & Stern, INC.
- Sponsor EIN: 222483961
- Sponsor Address: 634 SWAN STREET, RAMSEY, NJ, 07446
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 65
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 65 | $5.0M | $0 | $0 |
| 2024 | 51 | $5.1M | $152,690 | $315,447 |
| 2023 | 35 | $3.9M | $131,056 | $260,592 |
| 2022 | 39 | $2.9M | $112,048 | $244,312 |