Plan Snapshot
- Plan Sponsor: Miller Tabak & Co., LLC
- Sponsor EIN: 133086847
- Sponsor Address: 6626 SOUTHEAST YORKTOWN DRIVE, HOBE SOUND, FL, 33455
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 22
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 22 | $5.7M | $0 | $0 |
| 2024 | 13 | $6.8M | $10,213 | $31,787 |
| 2023 | 11 | $6.3M | $11,515 | $42,900 |
| 2022 | 10 | $6.1M | $11,740 | $41,053 |