Plan Snapshot
- Plan Sponsor: Avery St. James, INC.
- Sponsor EIN: 832578252
- Sponsor Address: 700 SOUTH ROSEMARY AVE, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $495,491
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 2 | $495,491 | $1,300 | $2,550 |
| 2023 | 2 | $495,491 | $1,300 | $2,550 |
| 2022 | 2 | $491,358 | $0 | $0 |