Plan Snapshot
- Plan Sponsor: Spina O'Rourke & Partners Architecture Interior Design INC.
- Sponsor EIN: 208582388
- Sponsor Address: 285 BANYAN BLVD., WEST PALM BEACH, FL, 33401
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 31 | $5.8M | $94,017 | $185,573 |
| 2023 | 21 | $5.1M | $121,260 | $174,386 |
| 2022 | 25 | $4.1M | $104,113 | $152,733 |