# Lbw Advisors INC 401(k) Plan
Source: https://planprovider.pro/companies/lbw-advisors-inc-401k-plan

> Lbw Advisors INC&#39;s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lbw Advisors INC

- **Sponsor EIN:** 923953205

- **Sponsor Address:** 21323 BALTIC DR, CORNELIUS, NC, 28031

- **Plan Type:** 401(k)

- **Total Participants:** 1

- **Total Assets:** $150,665

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1|$150,665|$0|$0|

| 2023|1|$149,274|$0|$0|

## Similar Plans

- [Alfred M Shiver PA](https://planprovider.pro/companies/alfred-m-shiver-pa-plan) — 1 participants

- [Doc Tek INC.](https://planprovider.pro/companies/doc-tek-inc-plan) — 1 participants

- [Fast Layne Solutions, INC.](https://planprovider.pro/companies/fast-layne-solutions-inc-plan) — 1 participants

- [Sf Partners, INC](https://planprovider.pro/companies/sf-partners-inc-401k-plan-001) — 2 participants

- [Tax Management Associates, INC](https://planprovider.pro/companies/tax-management-associates-inc-plan) — 0 participants

- [Peck Ledman Holdings, INC.](https://planprovider.pro/companies/peck-ledman-holdings-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lbw-advisors-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
