Plan Snapshot
- Plan Sponsor: Marks Gray, P.A.
- Sponsor EIN: 591514046
- Sponsor Address: 1200 RIVERPLACE BLVD, JACKSONVILLE, FL, 32207
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 56 | $9.3M | $150,030 | $458,194 |
| 2023 | 47 | $8.5M | $187,868 | $531,292 |
| 2022 | 54 | $8.3M | $180,698 | $498,190 |