Plan Snapshot
- Plan Sponsor: Fdl Investments, INC.
- Sponsor EIN: 474340492
- Sponsor Address: 6551 INDUSTRIAL AVE, PORT RICHEY, FL, 34668
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 2 | $3.3M | $0 | $12,782 |
| 2023 | 13 | $664,185 | $0 | $27,675 |
| 2022 | 13 | $313,516 | $0 | $27,015 |