Plan Snapshot
- Plan Sponsor: Telan, Meltz, Wallace & Eide, P.A.
- Sponsor EIN: 592650842
- Sponsor Address: 901 N. LAKE DESTINY ROAD, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $8.9M
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 | 34 | $8.9M | $58,278 | $271,481 |
| 2022 | 36 | $7.5M | $44,588 | $250,735 |