Plan Snapshot
- Plan Sponsor: Surf Associates East, INC.
- Sponsor EIN: 273007239
- Sponsor Address: 4414 NE 5TH TERR, OAKLAND PARK, FL, 33334
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $6.8M
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 | 49 | $6.8M | $87,144 | $243,358 |
| 2023 | 48 | $5.6M | $74,779 | $189,154 |
| 2022 | 47 | $5.1M | $57,531 | $160,154 |