Custodio Lim Md DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Custodio Lim Md
  • Sponsor EIN: 351719730
  • Sponsor Address: 2235 WABASH AVENUE, TERRE HAUTE, IN, 47807
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $3.3M

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.
20243$3.3M$20,472$0
20235$3.0M$20,458$0
20226$2.5M$21,316$0

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