Plan Snapshot
- Plan Sponsor: Kirwan Danner & Alvarez, P.A.
- Sponsor EIN: 331057544
- Sponsor Address: 200 SOUTH ANDREWS AVE, 8TH FLOOR, FT. LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $3.0M
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 | 42 | $3.0M | $93,743 | $149,997 |
| 2023 | 64 | $4.3M | $124,081 | $206,448 |
| 2022 | 70 | $3.6M | $125,110 | $228,267 |
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