Plan Snapshot
- Plan Sponsor: Castillo & Company, Cpa PA
- Sponsor EIN: 650555551
- Sponsor Address: 4000 PONCE DE LEON BLVD, SUITE 420, CORAL GABLES, FL, 33146
- Plan Type: DC
- Total Participants: 8
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $1.1M | $0 | $0 |
| 2023 | 8 | $779,646 | $0 | $0 |
| 2022 | 8 | $661,918 | $0 | $0 |