Plan Snapshot
- Plan Sponsor: Lacey & Jones, LLP
- Sponsor EIN: 381424148
- Sponsor Address: 3001 W BIG BEAVER RD STE 206, TROY, MI, 480843103
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $12.3M
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 | 14 | $12.3M | $34,258 | $152,384 |
| 2023 | 14 | $11.5M | $31,508 | $131,456 |
| 2022 | 14 | $10.7M | $31,013 | $124,818 |