Plan Snapshot
- Plan Sponsor: Lachman & Gorton
- Sponsor EIN: 161313010
- Sponsor Address: 1500 EAST MAIN ST., ENDICOTT, NY, 13760
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $4.7M | $63,996 | $62,185 |
| 2023 | 7 | $4.2M | $57,558 | $65,210 |
| 2022 | 7 | $3.9M | $55,438 | $62,579 |