Plan Snapshot
- Plan Sponsor: Kelley Uustal, PLC
- Sponsor EIN: 203357705
- Sponsor Address: 500 N. FEDERAL HIGHWAY, FT. LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $6.0M
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 | 22 | $6.0M | $144,306 | $108,852 |
| 2023 | 24 | $5.2M | $171,630 | $152,383 |
| 2022 | 23 | $5.4M | $164,676 | $159,171 |