Plan Snapshot
- Plan Sponsor: Castan Lecca & Boeschen
- Sponsor EIN: 010569162
- Sponsor Address: 51 LENOX POINTE, NE, ATLANTA, GA, 30324
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 32 | $3.1M | $80,724 | $166,147 |
| 2023 | 18 | $2.4M | $75,003 | $164,486 |
| 2022 | 16 | $1.9M | $73,012 | $157,100 |
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