Plan Snapshot
- Plan Sponsor: Shapiro, Blasi, Wasserman & Hermann, P.A.
- Sponsor EIN: 650376849
- Sponsor Address: 7777 GLADES RD, SUITE 400, BOCA RATON, FL, 33434
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 37 | $5.9M | $122,289 | $275,725 |
| 2023 | 28 | $5.3M | $127,981 | $305,823 |
| 2022 | 26 | $4.2M | $127,259 | $304,209 |