Plan Snapshot
- Plan Sponsor: Thomas & Fees Accountancy Corporation
- Sponsor EIN: 953191120
- Sponsor Address: 380 RIVERWAY COURT, VERO BEACH, FL, 32963
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $1.9M | $0 | $0 |
| 2024 | 2 | $2.1M | $0 | $0 |
| 2023 | 2 | $2.5M | $0 | $0 |
| 2022 | 2 | $2.7M | $0 | $0 |