Plan Snapshot
- Plan Sponsor: Vocelle & Berg, LLC
- Sponsor EIN: 205935145
- Sponsor Address: 1701 HIGHWAY A1A, VERO BEACH, FL, 32963
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.5M
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 | 3 | $1.5M | $0 | $0 |
| 2023 | 3 | $1.5M | $0 | $7,425 |
| 2022 | 4 | $1.8M | $56,020 | $20,418 |