Plan Snapshot
- Plan Sponsor: St. Denis & Davey, P.A.
- Sponsor EIN: 593809111
- Sponsor Address: 1300 RIVERPLACE BLVD, SUITE 401, JACKSONVILLE, FL, 32207
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $5.7M
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 | 25 | $5.7M | $91,576 | $279,564 |
| 2023 | 20 | $4.6M | $97,863 | $292,547 |
| 2022 | 22 | $3.5M | $91,499 | $209,909 |