Plan Snapshot
- Plan Sponsor: Ross Sealy Insurance & Financi
- Sponsor EIN: 454810673
- Sponsor Address: 6900 TAVISTOCK LAKES BLVD, ORLANDO, FL, 32827
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $137,893
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 | 2 | $137,893 | $3,713 | $6,027 |
| 2023 | 2 | $128,976 | $3,243 | $5,240 |
| 2022 | 2 | $103,174 | $2,723 | $4,380 |