Plan Snapshot
- Plan Sponsor: Siegfried Rivera P.A.
- Sponsor EIN: 591777539
- Sponsor Address: 201 ALHAMBRA CIRCLE, MIAMI, FL, 33134
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $24.5M
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 | 92 | $24.5M | $416,460 | $857,280 |
| 2023 | 89 | $21.0M | $388,473 | $762,678 |
| 2022 | 85 | $18.2M | $362,534 | $676,618 |