# Coffey, Lovins & Company, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/coffey-lovins-company-pllc-401k-plan

> Coffey, Lovins & Company, PLLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coffey, Lovins & Company, PLLC

- **Sponsor EIN:** 561929162

- **Sponsor Address:** PO BOX 1747, STATESVILLE, NC, 28687

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $593,851

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7|$593,851|$5,457|$22,269|

| 2023|7|$517,905|$4,446|$20,716|

| 2022|7|$431,372|$4,174|$17,011|

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