Brende & Lamb 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brende & Lamb
  • Sponsor EIN: 050624875
  • Sponsor Address: 739 DWIGHT WAY, BERKELEY, CA, 94710
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $1.6M

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.
202418$1.6M$15,000$52,913
202317$1.9M$19,512$58,101
202214$1.9M$10,000$79,988

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