Plan Snapshot
- Plan Sponsor: Walborsky Bradley & Fleming, PLLC
- Sponsor EIN: 464304553
- Sponsor Address: 438 E. GOVERNMENT STREET, PENSACOLA, FL, 32502
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $11.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 24 | $11.9M | $445,208 | $232,128 |
| 2023 | 23 | $9.9M | $351,216 | $146,681 |
| 2022 | 24 | $8.4M | $326,374 | $136,488 |