Plan Snapshot
- Plan Sponsor: Lau, Lane, Pieper, Conley & Mccreadie, P.A.
- Sponsor EIN: 592132119
- Sponsor Address: 100 SOUTH ASHLEY DRIVE, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 16
- 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 | 16 | $5.1M | $83,811 | $192,236 |
| 2023 | 16 | $4.7M | $74,225 | $175,928 |
| 2022 | 16 | $3.9M | $68,508 | $56,421 |