Plan Snapshot
- Plan Sponsor: Community Foundation For Palm Beach And Martin Counties, INC.
- Sponsor EIN: 237181875
- Sponsor Address: 700 S. DIXIE HIGHWAY, WEST PALM BEACH, FL, 334015854
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 30
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 30 | $3.0M | $162,136 | $169,098 |
| 2023 | 20 | $2.5M | $184,469 | $140,761 |
| 2022 | 20 | $2.9M | $118,121 | $98,291 |
Similar Plans
- Choice Employer Solutions, INC. — 3,874 participants
- Members Benefit Corp. — 3,005 participants
- Pga Tour, INC — 2,909 participants
- Secure Horizons Retirement Plan LLC — 2,753 participants
- Eckerd Youth Alternatives, INC. — 1,925 participants
- Goodwill Industries-Manasota, INC. — 1,500 participants