Plan Snapshot
- Plan Sponsor: Sra Partners LLC
- Sponsor EIN: 881906616
- Sponsor Address: 2700 N MILITARY TRL STE 390, BOCA RATON, FL, 334316394
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $1.4M | $41,750 | $83,051 |
| 2023 | 8 | $1.0M | $21,438 | $76,105 |
| 2022 | 7 | $715,577 | $26,262 | $74,881 |