Plan Snapshot
- Plan Sponsor: Lellyett & Rogers Company
- Sponsor EIN: 620990673
- Sponsor Address: 1717 LEBANON PIKE, NASHVILLE, TN, 37210
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 42 | $5.2M | $0 | $219,362 |
| 2023 | 40 | $4.7M | $0 | $232,574 |
| 2022 | 39 | $3.8M | $0 | $191,088 |