Plan Snapshot
- Plan Sponsor: Lewis, Marenstein, Wicke, Sherwin & Lee, LLP
- Sponsor EIN: 953974576
- Sponsor Address: 20750 VENTURA BLVD., SUITE 400, WOODLAND HILLS, CA, 91364
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 63 | $12.5M | $645,861 | $318,208 |
| 2023 | 66 | $13.2M | $545,679 | $325,539 |
| 2022 | 63 | $11.0M | $407,437 | $292,492 |