Plan Snapshot
- Plan Sponsor: Marcello Agostini PA
- Sponsor EIN: 203499974
- Sponsor Address: 40 SW 13TH ST STE 202, MIAMI, FL, 331304341
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $587,597
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $587,597 | $7,178 | $30,700 |
| 2024 | 1 | $465,176 | $6,090 | $30,120 |