Bradley S Anderson Trustee Service DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bradley S Anderson Trustee Service
  • Sponsor EIN: 060985266
  • Sponsor Address: 9802 BAYMEADOWS RD, STE 12, PMB 169, JACKSONVILLE, FL, 32256
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $239,608

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$239,608$0$0
20231$211,494$0$0
20221$162,486$0$0

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