Feldman & Lee, P.S. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Feldman & Lee, P.S.
  • Sponsor EIN: 911141908
  • Sponsor Address: 19303 44TH AVE W SUITE A, LYNNWOOD, WA, 98036
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $2.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$2.0M$31,273$107,639
202319$1.7M$34,095$96,882
202219$1.4M$34,662$100,343

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