Plan Snapshot
- Plan Sponsor: J.F. Lehman & Company, LLC
- Sponsor EIN: 815378532
- Sponsor Address: 1700 N MOORE ST STE 1830, ARLINGTON, VA, 22209
- Plan Type: DC
- Total Participants: 52
- Total Assets: $39.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 52 | $39.0M | $2.0M | $1.3M |
| 2023 | 48 | $33.5M | $2.8M | $1.2M |
| 2022 | 48 | $24.8M | $952,515 | $1.5M |