Plan Snapshot
- Plan Sponsor: Oertel, Fernandez, Bryant & Atkinson, P.A.
- Sponsor EIN: 592009476
- Sponsor Address: 2060 DELTA WAY, TALLAHASSEE, FL, 32303
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $5.0M
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 | 8 | $5.0M | $126,986 | $96,755 |
| 2023 | 11 | $11.3M | $166,581 | $111,881 |
| 2022 | 10 | $10.2M | $152,549 | $102,719 |