Plan Snapshot
- Plan Sponsor: Retirement Income Source Of Sa
- Sponsor EIN: 832022468
- Sponsor Address: 14295 MOSSY OAK LN, MYAKKA CITY, FL, 342519690
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 23
- Total Assets: $204,169
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. |
|---|
| 2025 | 23 | $204,169 | $0 | $0 |
| 2024 | 13 | $68,856 | $6,566 | $10,202 |
| 2023 | 5 | $50,143 | $3,022 | $46,909 |
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