Lawrence Beach Allen & Choi, A Professional Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lawrence Beach Allen & Choi, A Professional Corporation
  • Sponsor EIN: 954365917
  • Sponsor Address: 150 SOUTH LOS ROBLES AVE, PASADENA, CA, 91101
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $5.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$5.5M$0$241,978
202335$5.0M$62,788$228,776
202239$4.3M$69,486$192,772

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