Plan Snapshot
- Plan Sponsor: Leblanc, Robertson, Chisholm And Assoc
- Sponsor EIN: 371573599
- Sponsor Address: 5555 HILTON AVE. SUITE 605, BATON ROUGE, LA, 70808
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 16 | $3.6M | $61,122 | $181,482 |
| 2023 | 15 | $3.1M | $52,232 | $135,526 |
| 2022 | 15 | $2.6M | $53,867 | $133,653 |