Plan Snapshot
- Plan Sponsor: Levy, Levy And Levy
- Sponsor EIN: 941731257
- Sponsor Address: 1299 FOURTH STREET, #400, SAN RAFAEL, CA, 94901
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.8M
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 | 7 | $4.8M | $24,392 | $41,406 |
| 2023 | 6 | $4.4M | $35,061 | $65,828 |
| 2022 | 6 | $3.7M | $34,649 | $75,980 |