Plan Snapshot
- Plan Sponsor: Kerzner Associates, P.C.
- Sponsor EIN: 042971397
- Sponsor Address: 30 MECHANIC ST SUITE 2, FOXBORO, MA, 02035
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $1.7M
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 | 31 | $1.7M | $0 | $142,258 |
| 2023 | 31 | $1.3M | $0 | $121,230 |
| 2022 | 21 | $1.1M | $0 | $116,965 |