Plan Snapshot
- Plan Sponsor: Srg2 Partners LLC
- Sponsor EIN: 854258521
- Sponsor Address: 237 MAMARONECK AVE, WHITE PLAINS, NY, 106051319
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $939,598
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 13 | $939,598 | $0 | $0 |
| 2024 | 11 | $2.6M | $77,740 | $0 |
| 2023 | 11 | $2.2M | $75,000 | $0 |