Plan Snapshot
- Plan Sponsor: Sma Healthcare, INC.
- Sponsor EIN: 590976866
- Sponsor Address: 150 MAGNOLIA AVENUE, DAYTONA BEACH, FL, 321144304
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,035
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|
| 2023 | 1,035 | $22.5M | $1.1M | $2.1M |
| 2022 | 966 | $19.5M | $954,204 | $1.8M |
Similar Plans
- Pga Tour, INC. — 4,107 participants
- Choice Employer Solutions, INC. — 3,874 participants
- Members Benefit Corp. — 3,005 participants
- Pga Tour, INC — 2,909 participants
- Secure Horizons Retirement Plan LLC — 2,753 participants
- Eckerd Youth Alternatives, INC. — 2,115 participants