Plan Snapshot
- Plan Sponsor: Surovell Isaacs & Levy PLC
- Sponsor EIN: 030469030
- Sponsor Address: 4010 UNVERSITY DR. STE. 200, FAIRFAX, VA, 22030
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $7.3M
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. |
|---|
| 2023 | 13 | $7.3M | $66,859 | $166,221 |
| 2022 | 21 | $6.9M | $71,910 | $125,591 |