Plan Snapshot
- Plan Sponsor: Forrester, Hart, Belisle & Whitaker, Pl
- Sponsor EIN: 200819420
- Sponsor Address: 1429 COLONIAL BLVD., SUITE 201, FORT MYERS, FL, 339071060
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $2.1M | $47,789 | $95,756 |
| 2023 | 10 | $1.8M | $50,856 | $99,355 |
| 2022 | 11 | $1.5M | $40,613 | $86,460 |