Plan Snapshot
- Plan Sponsor: Agnoli, Barber & Brundage, INC.
- Sponsor EIN: 592287155
- Sponsor Address: 7400 TRAIL BOULEVARD, NAPLES, FL, 34108
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $407,941
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1 | $407,941 | $8,743 | $40,654 |
| 2023 | 33 | $4.6M | $53,567 | $211,904 |
| 2022 | 31 | $3.9M | $52,198 | $192,977 |