Plan Snapshot
- Plan Sponsor: Nason, Yeager, Gerson, Harris & Fumero, P.A.
- Sponsor EIN: 591280063
- Sponsor Address: 3001 PGA BOULEVARD, PALM BEACH GARDENS, FL, 33410
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 66 | $21.4M | $346,749 | $1.0M |
| 2023 | 64 | $17.2M | $295,582 | $728,158 |
| 2022 | 54 | $16.1M | $473,637 | $430,465 |