Plan Snapshot
- Plan Sponsor: L3 Partners, LLC
- Sponsor EIN: 900428141
- Sponsor Address: 3939 ESSEX LANE, HOUSTON, TX, 77027
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $7.2M
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 | 26 | $7.2M | $122,897 | $225,296 |
| 2023 | 27 | $6.0M | $114,647 | $218,026 |
| 2022 | 31 | $5.0M | $106,744 | $200,434 |