Plan Snapshot
- Plan Sponsor: Harris, Harris & Bauerle, P.A.
- Sponsor EIN: 383690256
- Sponsor Address: 222 S. PENNSYLVANIA AVE., SUITE 100, WINTER PARK, FL, 32789
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 5 | $18.2M | $17,978 | $7,288 |
| 2023 | 6 | $7.3M | $18,339 | $39,435 |
| 2022 | 7 | $3.7M | $104,138 | $74,296 |