Plan Snapshot
- Plan Sponsor: Rcb Fund Services LLC
- Sponsor EIN: 743059104
- Sponsor Address: 322 N ATLANTIC DR, LANTANA, FL, 334621918
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 62 | $1.4M | $94,843 | $178,470 |
| 2023 | 52 | $1.0M | $87,083 | $171,143 |
| 2022 | 48 | $761,279 | $87,658 | $167,938 |