# Systematic Financial Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/systematic-financial-management-l-p-401k-plan

> Systematic Financial Management, L.P.&#39;s 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 24

- **Total Assets:** $17.7M

## 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.|

| 2024|24|$17.7M|$367,364|$397,867|

| 2023|22|$15.2M|$138,530|$353,228|

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