Plan Snapshot
- Plan Sponsor: Stockwell, Reisman, Paulk & Taylor, P.A.
- Sponsor EIN: 591641854
- Sponsor Address: 2400 MICCOSUKEE ROAD, TALLAHASSEE, FL, 32308
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $15.0M
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 | 77 | $15.0M | $492,630 | $284,064 |
| 2023 | 63 | $13.4M | $470,378 | $219,665 |
| 2022 | 51 | $11.1M | $420,748 | $208,842 |