Plan Snapshot
- Plan Sponsor: Sgm Engineering, INC.
- Sponsor EIN: 593101052
- Sponsor Address: 935 LAKE BALDWIN LANE, ORLANDO, FL, 32814
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 61 | $5.4M | $47,895 | $281,007 |
| 2023 | 54 | $4.5M | $8,959 | $259,941 |
| 2022 | 50 | $3.5M | $49,999 | $228,290 |