Plan Snapshot
- Plan Sponsor: David A Herf, Md
- Sponsor EIN: 592401819
- Sponsor Address: 8501 GULF BLVD. UNIT 11A, NAVARRE, FL, 32566
- Plan Type: DC
- Plan Number: 004
- Total Participants: 1
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 1 | $1.1M | $0 | $0 |
| 2024 | 0 | $1.2M | $0 | $0 |
| 2023 | 1 | $1.5M | $0 | $0 |
| 2022 | 1 | $1.5M | $0 | $0 |
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