# Lewis, Marenstein, Wicke, Sherwin & Lee, LLP 401(k) Plan
Source: https://planprovider.pro/companies/lewis-marenstein-wicke-sherwin-lee-llp-plan

> Lewis, Marenstein, Wicke, Sherwin & Lee, LLP's 401(k) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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