Plan Snapshot
- Plan Sponsor: Jeffrey C. Roth, P.A.
- Sponsor EIN: 592581897
- Sponsor Address: 866 SOUTH DIXIE HIGHWAY, CORAL GABLES, FL, 33146
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $7.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $7.2M | $39,320 | $61,000 |
| 2023 | 7 | $6.3M | $36,175 | $60,000 |
| 2022 | 7 | $5.6M | $33,043 | $54,000 |