# Oertel, Fernandez, Bryant & Atkinson, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/oertel-fernandez-bryant-atkinson-p-a-401k-plan

> Oertel, Fernandez, Bryant & Atkinson, P.A.'s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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