Plan Snapshot
- Plan Sponsor: Pelican Bay Foundation, INC.
- Sponsor EIN: 591977547
- Sponsor Address: 6251 PELICAN BAY BLVD, NAPLES, FL, 34108
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 282
- Total Assets: $3.4M
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 | 282 | $3.4M | $212,015 | $531,008 |
| 2023 | 207 | $5.1M | $164,755 | $350,880 |
| 2022 | 126 | $4.7M | $157,644 | $324,470 |
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