# Shufro, Rose & Co., L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/shufro-rose-co-l-l-c-plan

> Shufro, Rose & Co., L.L.C.'s 401(k) plan: 26 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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