Plan Snapshot
- Plan Sponsor: Allen Dyer Doppelt Milbrath
- Sponsor EIN: 591298851
- Sponsor Address: 255 S ORANGE AVE STE 1401, ORLANDO, FL, 328013460
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 41
- Total Assets: $20.6M
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. |
|---|
| 2025 | 41 | $20.6M | $0 | $0 |
| 2024 | 36 | $20.5M | $373,777 | $355,827 |
| 2023 | 36 | $20.2M | $362,713 | $286,956 |
| 2022 | 38 | $17.2M | $0 | $177,508 |