Plan Snapshot
- Plan Sponsor: Leisure Werden & Terry Agency
- Sponsor EIN: 951544686
- Sponsor Address: 200 SOUTH LOS ROBLES, SUITE 435, PASADENA, CA, 91101
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.3M
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 | 15 | $3.3M | $23,409 | $48,600 |
| 2023 | 16 | $4.2M | $53,746 | $101,284 |
| 2022 | 16 | $3.8M | $79,334 | $145,083 |