Plan Snapshot
- Plan Sponsor: Lester, Greene & Mccord Insurance Agency, INC.
- Sponsor EIN: 620719999
- Sponsor Address: PO BOX 40, TULLAHOMA, TN, 373880040
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $1.5M
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. |
|---|
| 2024 | 23 | $1.5M | $85,965 | $131,185 |
| 2023 | 22 | $1.2M | $69,045 | $102,896 |
| 2022 | 21 | $887,934 | $71,198 | $115,595 |