# Joseph C. Lu Engineering, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/joseph-c-lu-engineering-p-c-401k-plan

> Joseph C. Lu Engineering, P.C.'s 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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