Bewley, Lassleben & Miller, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bewley, Lassleben & Miller, LLP
  • Sponsor EIN: 952039611
  • Sponsor Address: 13215 EAST PENN STREET SUITE 510, WHITTIER, CA, 90602
  • Plan Type: DC
  • Total Participants: 26
  • Total Assets: $13.8M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$13.8M$323,084$0
202323$12.2M$238,562$0
202229$10.8M$303,012$0

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