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: 77
- Total Assets: $2.7M
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 | 77 | $2.7M | $74,069 | $143,585 |
| 2023 | 59 | $2.4M | $55,216 | $101,806 |
| 2022 | 60 | $3.4M | $45,693 | $84,691 |