Plan Snapshot
- Plan Sponsor: Lewis, Kisch & Associates, Ltd
- Sponsor EIN: 411620961
- Sponsor Address: 1125 S FRONTAGE RD, HASTINGS, MN, 55033
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.0M
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 | 13 | $3.0M | $47,952 | $163,644 |
| 2023 | 12 | $2.4M | $38,567 | $144,417 |
| 2022 | 10 | $1.8M | $37,297 | $128,822 |