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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 33 | $5.5M | $0 | $241,978 |
| 2023 | 35 | $5.0M | $62,788 | $228,776 |
| 2022 | 39 | $4.3M | $69,486 | $192,772 |