Plan Snapshot
- Plan Sponsor: Paul E Roman PA
- Sponsor EIN: 651090350
- Sponsor Address: 1800 N MILITARY TRL STE 120, BOCA RATON, FL, 334316376
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $63,956
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 2 | $63,956 | $8,965 | $33,615 |
| 2024 | 2 | $977,505 | $4,703 | $24,829 |
| 2023 | 2 | $853,798 | $9,851 | $32,377 |
| 2022 | 2 | $767,789 | $8,866 | $29,274 |