Plan Snapshot
- Plan Sponsor: Joseph C. Lu Engineering, P.C.
- Sponsor EIN: 161174578
- Sponsor Address: 280 EAST BROAD STREET, ROCHESTER, NY, 14604
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $9.9M
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 | 88 | $9.9M | $137,429 | $552,780 |
| 2023 | 71 | $8.5M | $102,637 | $442,549 |
| 2022 | 65 | $7.1M | $91,421 | $360,378 |