Plan Snapshot
- Plan Sponsor: Fonvielle Lewis Messer & Mcconnaughhay
- Sponsor EIN: 593563747
- Sponsor Address: 3375-A CAPITAL CIRCLE NE, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 21
- Total Assets: $10.8M
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 | 21 | $10.8M | $175,350 | $161,761 |
| 2023 | 18 | $9.2M | $164,060 | $160,935 |
| 2022 | 17 | $6.9M | $160,911 | $176,177 |