Plan Snapshot
- Plan Sponsor: O.B. Atwell & Company, INC.
- Sponsor EIN: 314373182
- Sponsor Address: 702 BERROCALES DE AVILA, TAMPA, FL, 33613
- Plan Type: DC
- Total Participants: 3
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $3.5M | $76,757 | $0 |
| 2023 | 3 | $2.8M | $75,556 | $0 |
| 2022 | 3 | $2.5M | $67,829 | $0 |