# Jeong & Lizardi, P.C 401(k) Plan
Source: https://planprovider.pro/companies/jeong-lizardi-p-c-401k-plan

> Jeong & Lizardi, P.C's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Miller Wagner & Company PLLC](https://planprovider.pro/companies/miller-wagner-company-pllc-plan) — 0 participants

- [Fissell & Fissell PC](https://planprovider.pro/companies/fissell-fissell-pc-plan) — 1 participants

- [Caldwell Muhlenbruch Cpas PC](https://planprovider.pro/companies/caldwell-muhlenbruch-cpas-pc-plan) — 2 participants

- [Allan G. Hutchison Cpa PC](https://planprovider.pro/companies/allan-g-hutchison-cpa-pc-plan) — 2 participants

- [Jeffrey J Krajewski Ltd Cpa](https://planprovider.pro/companies/jeffrey-j-krajewski-ltd-cpa-plan) — 2 participants

- [William B. Adams An Accntcy Corp](https://planprovider.pro/companies/william-b-adams-an-accntcy-corp-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jeong-lizardi-p-c-401k-plan)

© 2026 PlanProvider.Pro