Plan Snapshot
- Plan Sponsor: Lehmann Insurance Agency, INC.
- Sponsor EIN: 811175177
- Sponsor Address: 2665 S MOORLAND RD, NEW BERLIN, WI, 53151
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $232,121
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 3 | $232,121 | $0 | $0 |
| 2024 | 2 | $165,231 | $0 | $0 |
| 2023 | 2 | $151,265 | $0 | $0 |
| 2022 | 3 | $121,542 | $0 | $0 |