Plan Snapshot
- Plan Sponsor: Brimmer, Burek & Keelan, LLP
- Sponsor EIN: 592848736
- Sponsor Address: 5601 MARINER STREET, SUITE 200, TAMPA, FL, 33609
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $4.7M
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 | 20 | $4.7M | $92,043 | $173,975 |
| 2023 | 20 | $3.8M | $95,398 | $166,169 |
| 2022 | 18 | $3.4M | $98,827 | $185,426 |