Plan Snapshot
- Plan Sponsor: Lawrence Perry And Associates, INC.
- Sponsor EIN: 541172514
- Sponsor Address: 15 E SALEM AVE SE SUITE 101, ROANOKE, VA, 24011
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 21 | $3.6M | $129,514 | $163,419 |
| 2023 | 15 | $3.0M | $106,929 | $128,575 |
| 2022 | 12 | $2.7M | $108,943 | $123,638 |