Plan Snapshot
- Plan Sponsor: Lake Grove Ent, P.C.
- Sponsor EIN: 260132422
- Sponsor Address: 17704 JEAN WAY STE 101, LAKE OSWEGO, OR, 97035
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $5.1M
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 | 24 | $5.1M | $173,602 | $142,722 |
| 2023 | 16 | $4.0M | $134,075 | $110,293 |
| 2022 | 15 | $3.0M | $125,000 | $96,739 |