Plan Snapshot
- Plan Sponsor: Richard C. Fortuna
- Sponsor EIN: 521930412
- Sponsor Address: 8828 HARNESS TRAIL, POTOMAC, MD, 20854
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $555,177
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 2 | $555,177 | $0 | $0 |
| 2024 | 2 | $543,649 | $0 | $0 |
| 2023 | 2 | $515,763 | $0 | $0 |
| 2022 | 2 | $492,799 | $0 | $0 |
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