# Shullman Fugate PLLC 401(k) Plan
Source: https://planprovider.pro/companies/shullman-fugate-pllc-401k-plan

> Shullman Fugate PLLC's 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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