Plan Snapshot
- Plan Sponsor: Coleman & Klymenko LLC
- Sponsor EIN: 261756824
- Sponsor Address: 851 CORDOVA BLVD NE, SAINT PETERSBURG, FL, 337043041
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $314,855
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3 | $314,855 | $9,748 | $18,687 |
| 2023 | 3 | $243,335 | $11,922 | $43,588 |
| 2022 | 3 | $163,831 | $14,426 | $51,688 |