# Lawrence Perry And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lawrence-perry-and-associates-inc-plan

> Lawrence Perry And Associates, INC.'s 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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