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)
- Plan Number: 001
- Total Participants: 26
- Total Assets: $7.5M
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. |
| 2025 | 26 | $7.5M | $0 | $0 |
| 2024 | 26 | $8.3M | $101,606 | $187,828 |
| 2023 | 24 | $8.9M | $95,321 | $153,026 |
| 2022 | 25 | $8.7M | $58,436 | $175,399 |