Plan Snapshot
- Plan Sponsor: Fletcher Davis, LLC
- Sponsor EIN: 200467159
- Sponsor Address: 101 EAST TOWN PLACE, SUITE 150, ST. AUGUSTINE, FL, 32092
- Plan Type: 401(k)
- Total Participants: 4
- 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 | 4 | $1.6M | $60,580 | $84,000 |
| 2023 | 4 | $1.8M | $41,343 | $82,500 |
| 2022 | 4 | $1.7M | $0 | $74,146 |