# Forrester, Hart, Belisle & Whitaker, Pl 401(k) Plan
Source: https://planprovider.pro/companies/forrester-hart-belisle-whitaker-pl-401k-plan

> Forrester, Hart, Belisle & Whitaker, Pl's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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