Plan Snapshot
- Plan Sponsor: Nowlen, Holt & Miner, P.A.
- Sponsor EIN: 592749772
- Sponsor Address: 515 NORTH FLAGLER DRIVE, WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $3.6M
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. |
|---|
| 2024 | 20 | $3.6M | $0 | $148,050 |
| 2023 | 20 | $4.7M | $0 | $163,448 |
| 2022 | 20 | $4.1M | $0 | $150,299 |