Plan Snapshot
- Plan Sponsor: Klein And Fortune, P.A.
- Sponsor EIN: 592812121
- Sponsor Address: 7777 DAVIE ROAD EXTENSION, HOLLYWOOD, FL, 33024
- Plan Type: DC
- Plan Number: 001
- Total Participants: 3
- Total Assets: $789,785
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 3 | $789,785 | $0 | $0 |
| 2024 | 3 | $805,953 | $0 | $0 |
| 2023 | 3 | $809,529 | $0 | $0 |
| 2022 | 3 | $804,125 | $0 | $0 |