Plan Snapshot
- Plan Sponsor: Herman L. Loeb, LLC
- Sponsor EIN: 260895400
- Sponsor Address: PO BOX 838, LAWRENCEVILLE, IL, 62439
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $7.7M
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 | 47 | $7.7M | $208,018 | $377,500 |
| 2023 | 47 | $6.0M | $208,375 | $365,948 |
| 2022 | 44 | $4.6M | $197,659 | $319,091 |