Plan Snapshot
- Plan Sponsor: Lee Medical Corporation
- Sponsor EIN: 301328174
- Sponsor Address: 334 S. PATTERSON AVE., STE. 209, SANTA BARBARA, CA, 931112400
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $350,257
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3 | $350,257 | $76,996 | $0 |
| 2023 | 3 | $73,293 | $73,293 | $0 |
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