Plan Snapshot
- Plan Sponsor: Learning Tree, INC.
- Sponsor EIN: 462535880
- Sponsor Address: 4161 EAST AVE, LIVERMORE, CA, 94550
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $145,234
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 11 | $145,234 | $1,071 | $13,833 |
| 2023 | 12 | $103,678 | $7,211 | $49,805 |
| 2022 | 10 | $50,508 | $5,939 | $44,621 |