Plan Snapshot
- Plan Sponsor: Flores And Fortin Planning Gro
- Sponsor EIN: 834159705
- Sponsor Address: 8044 MONTGOMERY RD STE 450, CINCINNATI, OH, 452362925
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $37,103
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | $37,103 | $12,980 | $22,025 |