Plan Snapshot
- Plan Sponsor: Bennett, Jacobs & Adams, P.A
- Sponsor EIN: 593611360
- Sponsor Address: 2109 E PALM AVE, TAMPA, FL, 33605
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $6.9M
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. |
|---|
| 2024 | 24 | $6.9M | $72,758 | $173,925 |
| 2023 | 23 | $5.7M | $65,975 | $167,159 |
| 2022 | 22 | $4.6M | $61,221 | $163,803 |