Plan Snapshot
- Plan Sponsor: Foster & Foster Consulting Actuaries, INC.
- Sponsor EIN: 591921114
- Sponsor Address: FOSTER AND FOSTER, FORT MYERS, FL, 33912
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $21.2M
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 | 110 | $21.2M | $0 | $1.3M |
| 2023 | 102 | $17.5M | $0 | $1.2M |
| 2022 | 103 | $14.3M | $0 | $972,498 |