Plan Snapshot
- Plan Sponsor: Shullman Fugate PLLC
- Sponsor EIN: 821269907
- Sponsor Address: 2101 VISTA PKWY STE 4006, WEST PALM BEACH, FL, 334112706
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 8 | $2.5M | $40,082 | $120,528 |
| 2023 | 10 | $2.0M | $26,845 | $52,412 |
| 2022 | 8 | $1.6M | $31,787 | $66,892 |