Request a Proposal - Bundled 401(K) Plans

To learn more about the Gabelli Funds' 401(k) plan please provide the following information:
Client Information
Contact Person :
(First Name)
(Last Name)
Title :
Company Name :
Address 1 :
Address 2 :
City :       State :       Zip Code :
Telephone :
Email Address :
Business Year End :
Type of Business : C-Corp
S-Corp
Partnership
Sole Proprietor
Other (specify)
Do any Owners, Spouses of minor children own part of any other business ? Yes No
Does the business use any leased employees ? Yes No
Is the company a subsidiary of any other company ? Yes No
 
Plan Design Information
Number of Eligible Employees : Number of Plan Participants :
Eligibility Requirements :
  1. Minimum Age (under 21)
  2. Minimum Service (maximum 12 months of service and 1,000 hours)
Company Matching Contribution :

Yes       at % of the first % of employee deferrals.

      and % of the next % of employee deferrals.
No
Undecided
Discretionary
Standard (50% of the first 6%)
Vesting Schedule : 100% Immediate
0-20-40-60-80-100% (6 year graded)
0-0-0-0-100% (5 year cliff)
Other (specify)
Loan : Allowed Not Allowed
Hardship Withdrawals : Allowed Not Allowed
How soon are you looking to adopt a plan ?   Immediately
  0-3 Months
  3-6 Months
  6-9 Months
  9-12 Months
 
Plan Information
Do you currently offer a 401k plan ? Yes No
Will existing Assets be transferred ? Yes
Estimated Assets to be Rolled over $
No
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