Plan Snapshot
- Plan Sponsor: South Florida Insurance Experts INC.
- Sponsor EIN: 462843351
- Sponsor Address: 5495 MONTEREY CIR UNIT 5, DELRAY BEACH, FL, 33484
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $24,248
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $24,248 | $0 | $0 |
| 2022 | 1 | $23,100 | $0 | $0 |
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