Plan Snapshot
- Plan Sponsor: Lee Sheikh & Haan LLC
- Sponsor EIN: 473169586
- Sponsor Address: 125 S. CLARK ST., CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 8 | $16.3M | $22,151 | $81,450 |
| 2023 | 8 | $12.9M | $18,238 | $114,200 |
| 2022 | 8 | $10.7M | $11,855 | $125,117 |