Plan Snapshot
- Plan Sponsor: Bella Hermida Valiente PA
- Sponsor EIN: 593258909
- Sponsor Address: 3701 W SWANN AVE, TAMPA, FL, 336094521
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8 | $1.3M | $25,249 | $80,134 |
| 2023 | 9 | $1.0M | $19,099 | $75,166 |
| 2022 | 8 | $724,874 | $18,708 | $68,235 |