Plan Snapshot
- Plan Sponsor: Charles A. Perry & Company
- Sponsor EIN: 591035943
- Sponsor Address: 4133 NORTH CANAL STREET, JACKSONVILLE, FL, 32209
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $949,592
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 12 | $949,592 | $9,339 | $10,658 |
| 2023 | 19 | $884,623 | $23,284 | $24,852 |
| 2022 | 19 | $772,253 | $25,924 | $28,011 |