Plan Snapshot
- Plan Sponsor: Lerch, Early & Brewer Chartered
- Sponsor EIN: 521037344
- Sponsor Address: 7600 WISCONSIN AVE., BETHESDA, MD, 20814
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 129
- Total Assets: $81.5M
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. |
|---|
| 2023 | 129 | $81.5M | $805,957 | $1.6M |
| 2022 | 115 | $64.2M | $1.0M | $1.4M |