Plan Snapshot
- Plan Sponsor: Berman Hopkins Wright & Laham Cpa'S
- Sponsor EIN: 591152714
- Sponsor Address: 8035 SPYGLASS HILL ROAD, MELBOURNE, FL, 32940
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $13.1M
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 | 112 | $13.1M | $359,670 | $641,655 |
| 2023 | 66 | $10.9M | $331,772 | $562,609 |
| 2022 | 51 | $9.5M | $258,331 | $536,884 |