Plan Snapshot
- Plan Sponsor: Plan Fiduciary Services, INC.
- Sponsor EIN: 273523833
- Sponsor Address: 2454 N. MCMULLEN BOOTH ROAD,ST 431, CLEARWATER, FL, 33759
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $3.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $3.6M | $14,049 | $229,492 |