Plan Snapshot
- Plan Sponsor: Fifer & Heligman, M.D., P.A.
- Sponsor EIN: 592718825
- Sponsor Address: 8350 RIVERWALK PARK BLVD., SUITE 1, FORT MYERS, FL, 33919
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2023 | 0 | $13.8M | $129,150 | $286,534 |
| 2022 | 42 | $11.6M | $131,775 | $297,069 |
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