Retreat Of Broward INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Retreat Of Broward INC
  • Sponsor EIN: 465230033
  • Sponsor Address: 100 NW 17TH AVE, POMPANO BEACH, FL, 330692814
  • Plan Type: 401(k)
  • Total Participants: 152
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024152$1.1M$64,054$199,992
202382$706,803$49,853$170,072
202292$457,576$54,058$156,049

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