Plan Snapshot
- Plan Sponsor: Lena Foundation
- Sponsor EIN: 263784465
- Sponsor Address: 361 CENTENNIAL PARKWAY, #100, LOUISVILLE, CO, 80027
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 54 | $7.9M | $230,380 | $620,055 |
| 2023 | 51 | $6.8M | $187,645 | $539,612 |
| 2022 | 60 | $5.9M | $185,319 | $497,218 |