Plan Snapshot
- Plan Sponsor: Zivkovic & Associates Real Estate Services, LLC
- Sponsor EIN: 201674551
- Sponsor Address: 2604 FAIRMONT COVE COURT, CAPE CORAL, FL, 33991
- Plan Type: DC
- Total Participants: 10
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 10 | $7.4M | $6,888 | $54,500 |
| 2024 | 5 | $6.3M | $10,310 | $56,999 |
| 2023 | 6 | $5.6M | $9,780 | $54,540 |
| 2022 | 10 | $5.0M | $18,628 | $49,239 |