Plan Snapshot
- Plan Sponsor: Crespo & Associates PA
- Sponsor EIN: 593489548
- Sponsor Address: 5041 W CYPRESS ST, TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 17
- Total Assets: $1.6M
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 | 17 | $1.6M | $20,309 | $68,871 |
| 2023 | 13 | $1.4M | $27,308 | $83,041 |
| 2022 | 14 | $1.5M | $29,238 | $80,215 |
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