# Stonebrook Wealth INC 401(k) Plan
Source: https://planprovider.pro/companies/stonebrook-wealth-inc-401k-plan

> Stonebrook Wealth INC's 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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