Plan Snapshot
- Plan Sponsor: Lee/Shoemaker PLLC
- Sponsor EIN: 823575468
- Sponsor Address: 1400 EYE STREET NW, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 20 | $2.1M | $64,152 | $141,383 |
| 2023 | 15 | $1.5M | $67,169 | $184,244 |
| 2022 | 15 | $1.0M | $77,197 | $195,584 |