Plan Snapshot
- Plan Sponsor: Beach Capital Management, LLC
- Sponsor EIN: 202550846
- Sponsor Address: 777 S. FLAGLER DRIVE, WEST PALM BEACH, FL, 33401
- Plan Type: DC
- Total Participants: 11
- Total Assets: $21.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 11 | $21.5M | $314,700 | $0 |
| 2023 | 11 | $17.9M | $334,685 | $0 |
| 2022 | 11 | $15.2M | $328,044 | $0 |