Plan Snapshot
- Plan Sponsor: Michael Saunders & Company
- Sponsor EIN: 591677088
- Sponsor Address: 1605 MAIN STREET, SARASOTA, FL, 34236
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 141
- Total Assets: $8.0M
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. |
|---|
| 2025 | 141 | $8.0M | $0 | $0 |
| 2024 | 117 | $7.1M | $278,836 | $438,196 |
| 2023 | 116 | $7.1M | $288,506 | $470,350 |
| 2022 | 117 | $6.1M | $258,363 | $406,653 |