# Nason, Yeager, Gerson, Harris & Fumero, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/nason-yeager-gerson-harris-fumero-p-a-plan

> Nason, Yeager, Gerson, Harris & Fumero, P.A.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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