Plan Snapshot
- Plan Sponsor: Norton, Hammersley, Lopez & Skokos, P.A.
- Sponsor EIN: 650075032
- Sponsor Address: 1819 MAIN STREET, SUITE 610, SARASOTA, FL, 34236
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $6.9M
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. |
|---|
| 2024 | 18 | $6.9M | $64,647 | $183,561 |
| 2023 | 17 | $6.4M | $65,773 | $195,453 |
| 2022 | 18 | $6.1M | $63,580 | $168,060 |
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