Plan Snapshot
- Plan Sponsor: Frank Lynn & Associates INC.
- Sponsor EIN: 362772833
- Sponsor Address: 620 WAGNER ROAD, GLENVIEW, IL, 60025
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $3.6M
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. |
|---|
| 2025 | 8 | $3.6M | $2,327 | $20,391 |
| 2024 | 3 | $3.1M | $4,900 | $31,400 |
| 2023 | 3 | $2.9M | $3,232 | $30,000 |
| 2022 | 4 | $2.6M | $14,136 | $42,600 |