Plan Snapshot
- Plan Sponsor: Coleman, Yovanovich & Koester, P.A.
- Sponsor EIN: 650636223
- Sponsor Address: 4001 TAMIAMI TRAIL N. SUITE 300, NAPLES, FL, 34103
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $13.9M
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 | 47 | $13.9M | $215,033 | $494,322 |
| 2023 | 37 | $11.8M | $206,202 | $480,226 |
| 2022 | 39 | $9.6M | $171,739 | $446,624 |
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