Plan Snapshot
- Plan Sponsor: Tuttle Larsen, P.A.
- Sponsor EIN: 010667713
- Sponsor Address: 3617 20TH STREET, VERO BEACH, FL, 32960
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $2.7M
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 | 6 | $2.7M | $30,010 | $84,354 |
| 2023 | 8 | $2.8M | $0 | $125,273 |
| 2022 | 10 | $2.3M | $68,895 | $102,505 |