Plan Snapshot
- Plan Sponsor: Clearwater Orthopedic & Sports
- Sponsor EIN: 593389878
- Sponsor Address: 701 N HERCULES AVE STE A, CLEARWATER, FL, 33765
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.4M
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 | 3 | $1.4M | $40,000 | $0 |
| 2023 | 3 | $1.2M | $7,500 | $0 |
| 2022 | 3 | $1.1M | $15,000 | $0 |