Plan Snapshot
- Plan Sponsor: Stevens & Stevens Investment Group INC.
- Sponsor EIN: 834607305
- Sponsor Address: 650 LITCHFIELD LANE, DUNEDIN, FL, 34698
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $1.7M
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 | 18 | $1.7M | $0 | $0 |
| 2023 | 15 | $1.6M | $10,000 | $0 |
| 2022 | 10 | $1.4M | $35,000 | $0 |