Plan Snapshot
- Plan Sponsor: Spooner & Rotenberger, INC.
- Sponsor EIN: 263365482
- Sponsor Address: 5114 OKEECHOBEE BLVD., WEST PALM BEACH, FL, 33417
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 4 | $1.4M | $24,874 | $58,188 |
| 2023 | 13 | $1.2M | $27,696 | $59,572 |
| 2022 | 6 | $1.1M | $0 | $0 |