# Lee, Dougherty, & Ferrara Investment Management 401(k) Plan
Source: https://planprovider.pro/companies/lee-dougherty-ferrara-investment-management-plan

> Lee, Dougherty, & Ferrara Investment Management's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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