Plan Snapshot
- Plan Sponsor: Upper Cusp, P.A.
- Sponsor EIN: 852078563
- Sponsor Address: 306 CANNONBALL LANE, INLET BEACH, FL, 32461
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $1.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.1M | $0 | $0 |
| 2023 | 2 | $1.6M | $0 | $0 |
| 2022 | 2 | $1.4M | $0 | $0 |
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