Plan Snapshot
- Plan Sponsor: Lawrence Covell INC
- Sponsor EIN: 840612667
- Sponsor Address: 225 STEELE ST, DENVER, CO, 802065208
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $783,682
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 13 | $783,682 | $0 | $0 |
| 2024 | 8 | $622,220 | $20,215 | $43,821 |
| 2023 | 9 | $450,365 | $18,213 | $39,222 |
| 2022 | 7 | $300,055 | $17,714 | $38,507 |