# Fletcher Davis, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fletcher-davis-llc-401k-plan

> Fletcher Davis, LLC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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