Plan Snapshot
- Plan Sponsor: Dudley & Lake, LLC
- Sponsor EIN: 223881104
- Sponsor Address: 325 N. MILWAUKEE AVE., #202, LIBERTYVILLE, IL, 60048
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $8.9M
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 | 19 | $8.9M | $86,531 | $246,121 |
| 2023 | 16 | $7.5M | $68,788 | $213,966 |
| 2022 | 13 | $5.7M | $68,352 | $225,347 |