Plan Snapshot
- Plan Sponsor: Lee, Dougherty, & Ferrara Investment Management
- Sponsor EIN: 200223516
- Sponsor Address: 4611 BLUEBONNET BLVD STE A, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.1M | $13,419 | $58,712 |
| 2023 | 6 | $952,034 | $6,663 | $42,767 |
| 2022 | 4 | $777,242 | $20,539 | $40,459 |