Plan Snapshot
- Plan Sponsor: Jeong & Lizardi, P.C
- Sponsor EIN: 860434407
- Sponsor Address: 825 N. GRAND AVENUE SUITE 204, NOGALES, AZ, 85621
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.1M
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. |
|---|
| 2024 | 0 | $1.1M | $208,726 | $206,300 |
| 2023 | 7 | $2.2M | $20,444 | $39,625 |
| 2022 | 11 | $2.1M | $36,834 | $29,418 |