Plan Snapshot
- Plan Sponsor: Dean Lewis Associates
- Sponsor EIN: 941496065
- Sponsor Address: 21650 CLOUD WAY, HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 23 | $4.3M | $0 | $117,829 |
| 2023 | 24 | $4.0M | $45,088 | $91,548 |
| 2022 | 21 | $3.7M | $44,821 | $95,612 |