Plan Snapshot
- Plan Sponsor: Adrian K Lo Md PC
- Sponsor EIN: 020693017
- Sponsor Address: 301 S 8TH ST STE 3H, PHILADELPHIA, PA, 191064018
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 9 | $3.7M | $68,573 | $77,930 |
| 2023 | 9 | $3.0M | $42,151 | $74,341 |
| 2022 | 7 | $2.4M | $59,982 | $48,883 |