Lester, Miller & Wells 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lester, Miller & Wells
  • Sponsor EIN: 720979212
  • Sponsor Address: 3600 BAYOU RAPIDES, ALEXANDRIA, LA, 71303
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $7.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$7.7M$216,130$277,488
202319$6.0M$194,112$257,368
202220$5.7M$183,856$246,867

Similar Plans