Sperry & Associates, INC. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Sperry & Associates, INC.
  • Sponsor EIN: 591481055
  • Sponsor Address: 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$0
202337$1.2M$0$0
202235$1.5M$0$0

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