Plan Snapshot
- Plan Sponsor: Stonebrook Wealth INC
- Sponsor EIN: 861889983
- Sponsor Address: 2600 N MILITARY TRAIL, BOCA RATON, FL, 33431
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $91,040
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1 | $91,040 | $5,946 | $27,193 |
| 2023 | 2 | $67,847 | $6,350 | $26,168 |
| 2022 | 2 | $26,383 | $5,923 | $23,618 |