Plan Snapshot
- Plan Sponsor: Lee Ip Law, P.C.
- Sponsor EIN: 611403349
- Sponsor Address: 3060 WILLIAMS DRIVE, SUITE 300 #12, FAIRFAX, VA, 22031
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 10 | $2.7M | $37,819 | $111,978 |
| 2023 | 13 | $4.1M | $47,116 | $124,673 |
| 2022 | 13 | $3.3M | $53,893 | $129,100 |