Plan Snapshot
- Plan Sponsor: Perry G Gruman PA
- Sponsor EIN: 592765733
- Sponsor Address: 3400 W KENNEDY BLVD, TAMPA, FL, 336092906
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.1M
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. |
|---|
| 2025 | 7 | $1.1M | $14,209 | $68,822 |
| 2024 | 5 | $947,286 | $12,815 | $65,731 |
| 2023 | 5 | $825,608 | $10,910 | $61,429 |
| 2022 | 5 | $714,382 | $10,137 | $55,932 |