Plan Snapshot
- Plan Sponsor: Systematic Financial Management, L.P.
- Sponsor EIN: 223367558
- Sponsor Address: 300 FRANK W BURR BLVD,, TEANECK, NJ, 07666
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 35
- Total Assets: $18.2M
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 | 35 | $18.2M | $0 | $0 |
| 2024 | 24 | $17.7M | $367,364 | $397,867 |
| 2023 | 22 | $15.2M | $138,530 | $353,228 |