Plan Snapshot
- Plan Sponsor: Weinstein Zugman, LLC
- Sponsor EIN: 200453834
- Sponsor Address: 777 W YAMATO ROAD SUITE 130, BOCA RATON, FL, 33431
- Plan Type: 401(k)
- Total Participants: 9
- 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 | 9 | $1.5M | $15,274 | $137,521 |
| 2023 | 9 | $2.0M | $19,358 | $118,907 |
| 2022 | 9 | $1.9M | $22,871 | $91,466 |