# Learning Tree, INC. 401(k) Plan
Source: https://planprovider.pro/companies/learning-tree-inc-401k-plan

> Learning Tree, INC.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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