Plan Snapshot
- Plan Sponsor: Lepercq, De Neuflize & Co., INC.
- Sponsor EIN: 133540080
- Sponsor Address: 853 BROADWAY, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 9 | $6.5M | $65,448 | $147,665 |
| 2023 | 7 | $5.5M | $52,800 | $127,052 |
| 2022 | 8 | $5.9M | $48,205 | $113,802 |