Plan Snapshot
- Plan Sponsor: Shufro, Rose & Co., L.L.C.
- Sponsor EIN: 135390713
- Sponsor Address: 600 LEXINGTON AVE 15TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $16.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 26 | $16.2M | $191,155 | $428,738 |
| 2023 | 25 | $14.3M | $190,240 | $415,393 |
| 2022 | 26 | $12.5M | $153,487 | $332,692 |