Lewis Reed & Allen P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lewis Reed & Allen P.C.
  • Sponsor EIN: 450492032
  • Sponsor Address: 136 EAST MICHIGAN AVENUE, KALAMAZOO, MI, 49007
  • Plan Type: 401(k)
  • Total Participants: 26
  • Total Assets: $8.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$8.3M$101,606$187,828
202324$8.9M$95,321$153,026
202225$8.7M$58,436$175,399

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