Plan Snapshot
- Plan Sponsor: Andreeff Equity Advisors, LLC
- Sponsor EIN: 133989252
- Sponsor Address: 140 E. ST. LUCIA LANE, SANTA ROSA BEACH, FL, 32459
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $159,139
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 5 | $159,139 | $0 | $0 |
| 2024 | 1 | $81,281 | $0 | $0 |
| 2023 | 1 | $80,636 | $0 | $0 |
| 2022 | 1 | $81,848 | $0 | $0 |
Similar Plans
- Plan Fiduciary Services, INC. — 10,921 participants
- Plan Fiduciary Services, INC. — 4,946 participants
- Citadel Enterprise Americas LLC — 3,912 participants
- Plan Fiduciary Services, INC. — 3,880 participants
- Bayview Asset Management LLC — 2,509 participants
- Nesteggs Retirement Plan Services, INC. — 2,294 participants