Moran Kidd Enrollment - Web Book - Ready - Flipbook - Page 7
ADDITIONAL INFORMATION
ERISA Section 404(c)
PLAN HIGHLIGHTS
The Moran Kidd Lyons Johnson Garcia, P.A. 401(k) Plan & Trust is designed to
comply with Section 404(c) of the Employee Retirement Income Security Act
of 1974 (ERISA), as amended. Participants in the Plan manage their own
investment accounts by directing account contributions to one or more of
the investment alternatives provided by the Plan. As a plan participant, you
will be responsible for your own investment directions. Plan fiduciaries may
be relieved of liability for any losses in your account that can be attributed to
decisions made by you or your beneficiary(ies).
Moran Kidd Lyons Johnson Garcia, P.A. is the Plan administrator of The
Moran Kidd Lyons Johnson Garcia, P.A. 401(k) Plan & Trust and is the Plan
fiduciary. At your request, you may receive specific information about the
Plan’s investment alternatives, including a description of annual operating
expenses; copies of any prospectuses, financial statements and reports; and
details about the value, historical performance and portfolio composition of
each investment alternative.
Note: The Plan Highlights section of the booklet is intended to provide an overview of Moran Kidd Lyons
Johnson Garcia, P.A. 401(k) Plan & Trust. It is not a legal document. For more detailed information, refer to
your Summary Plan Description. If you do not have a copy of this document, please request one from your
human resources representative. If information in this Plan Highlights booklet or the Summary Plan
Description is inconsistent with plan requirements, the Plan Document shall govern.
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