Plan Snapshot
- Plan Sponsor: Bikkasani, Ram, Hellstern And Chandrupatla, P.A.
- Sponsor EIN: 592676843
- Sponsor Address: 6410 WEST GULF TO LAKE HIGHWAY, CRYSTAL RIVER, FL, 34429
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 38
- Total Assets: $7.8M
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 | 38 | $7.8M | $400,664 | $222,269 |
| 2023 | 31 | $6.3M | $403,315 | $219,531 |
| 2022 | 29 | $4.6M | $307,332 | $194,127 |
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