Plan Snapshot
- Plan Sponsor: Lee & Rivers LLP
- Sponsor EIN: 043067026
- Sponsor Address: 222 BERKELEY STREET, SUITE 1350, BOSTON, MA, 021163759
- Plan Type: DC
- Total Participants: 10
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $9.1M | $131,335 | $103,383 |
| 2023 | 9 | $8.8M | $129,887 | $109,915 |
| 2022 | 10 | $7.4M | $111,538 | $100,205 |