Plan Snapshot
- Plan Sponsor: Turnbull & Asser (Usa) LLC
- Sponsor EIN: 061458400
- Sponsor Address: 53 GREENWICH AVE., GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $4.0M
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 | 30 | $4.0M | $52,775 | $197,735 |
| 2023 | 31 | $4.2M | $40,616 | $181,377 |
| 2022 | 29 | $3.4M | $37,173 | $159,609 |