Plan Snapshot
- Plan Sponsor: Institute For Lean Systems, LLC
- Sponsor EIN: 205140638
- Sponsor Address: 317 TOWNEPARK CIR STE 100, LOUISVILLE, KY, 402432340
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $5.2M
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 | 8 | $5.2M | $160,154 | $115,126 |
| 2023 | 7 | $4.3M | $150,291 | $107,256 |
| 2022 | 7 | $3.1M | $150,933 | $106,866 |