Plan Snapshot
- Plan Sponsor: G. Bradley Insurance Agency, INC.
- Sponsor EIN: 831238632
- Sponsor Address: 1410 NW 13TH STREET, SUITE 9, GAINESVILLE, FL, 32601
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $592,656
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 | 5 | $592,656 | $16,932 | $26,714 |
| 2023 | 5 | $474,820 | $11,014 | $15,885 |
| 2022 | 2 | $378,040 | $7,004 | $8,801 |