Plan Snapshot
- Plan Sponsor: Intrepid Family Office, LLC
- Sponsor EIN: 464298980
- Sponsor Address: 2170 MAIN STREET, SARASOTA, FL, 34237
- Plan Type: DC
- Total Participants: 3
- Total Assets: $6.5M
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 | 3 | $6.5M | $91,500 | $84,000 |
| 2023 | 3 | $5.3M | $90,000 | $82,500 |
| 2022 | 3 | $4.2M | $81,000 | $74,500 |