Plan Snapshot
- Plan Sponsor: Lemon Tree Investment Co., INC.
- Sponsor EIN: 770236280
- Sponsor Address: PO BOX 1, SOMIS, CA, 93066
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $3.6M
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 | 36 | $3.6M | $75,826 | $116,193 |
| 2023 | 32 | $2.9M | $76,219 | $122,215 |
| 2022 | 34 | $2.3M | $73,427 | $119,087 |