Defeo And Lilly, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Defeo And Lilly, PC
  • Sponsor EIN: 232145886
  • Sponsor Address: 3131 COLLEGE HEIGHTS BLVD STE 1500, ALLENTOWN, PA, 181044858
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $243,730

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.
20246$243,730$6,416$5,461
20236$585,196$5,934$5,438
20227$1.2M$5,803$5,023

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