Estefan Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Estefan Enterprises, INC.
  • Sponsor EIN: 592738452
  • Sponsor Address: 420 JEFFERSON AVENUE, MIAMI BEACH, FL, 33139
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $5.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$5.8M$80,525$146,280
202327$5.3M$68,477$130,503
202222$4.9M$50,239$97,299

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