Radey Thomas Yon & Clark 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Radey Thomas Yon & Clark
  • Sponsor EIN: 753101245
  • Sponsor Address: 301 S. BRONOUGH STREET, TALLAHASSEE, FL, 32301
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $20.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$20.4M$397,456$319,943
202316$17.0M$462,686$325,359
202220$15.1M$450,277$328,666

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