Plan Snapshot
- Plan Sponsor: Sperry & Associates, INC.
- Sponsor EIN: 591481055
- Sponsor Address: 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
- Plan Type: DC
- Plan Number: 001
- Total Participants: 37
- Total Assets: $1.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 37 | $1.2M | $0 | $0 |
| 2022 | 35 | $1.5M | $0 | $0 |