Plan Snapshot
- Plan Sponsor: Brody And Associates PA
- Sponsor EIN: 650538367
- Sponsor Address: 201 E LAS OLAS BLVD STE 1600, FORT LAUDERDALE, FL, 333014439
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $3.3M
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 | 29 | $3.3M | $127,032 | $245,364 |
| 2023 | 26 | $2.9M | $114,810 | $231,855 |
| 2022 | 25 | $2.4M | $107,064 | $192,145 |