Atlee Hall, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Atlee Hall, LLP
  • Sponsor EIN: 232587526
  • Sponsor Address: 415 N. DUKE STREET, LANCASTER, PA, 17602
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $2.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$2.7M$63,419$110,387
202316$3.1M$57,194$175,361
202218$3.0M$3,989$156,157

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