# Agnoli, Barber & Brundage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/agnoli-barber-brundage-inc-401k-plan

> Agnoli, Barber & Brundage, INC.'s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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