Plan Snapshot
- Plan Sponsor: Kane Financial Services, LLC
- Sponsor EIN: 800183269
- Sponsor Address: 1665 PALM BEACH LAKES BLVD, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 158
- Total Assets: $4.9M
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 | 158 | $4.9M | $0 | $545,245 |
| 2023 | 103 | $5.3M | $0 | $512,848 |
| 2022 | 101 | $5.1M | $0 | $659,130 |