Plan Snapshot
- Plan Sponsor: Conn & Associates, INC.
- Sponsor EIN: 592894920
- Sponsor Address: 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 9 | $2.9M | $71,035 | $68,580 |
| 2023 | 9 | $2.7M | $78,037 | $75,339 |
| 2022 | 10 | $2.3M | $73,936 | $69,982 |