Plan Snapshot
- Plan Sponsor: Freedman & Lorry, P.C.
- Sponsor EIN: 232158375
- Sponsor Address: 1601 MARKET ST, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 14 | $2.8M | $18,317 | $107,813 |
| 2023 | 13 | $4.5M | $0 | $113,761 |
| 2022 | 14 | $4.0M | $51,629 | $140,033 |