Plan Snapshot
- Plan Sponsor: Lexes Associates, INC.
- Sponsor EIN: 593320844
- Sponsor Address: 217 LIONS GATE DRIVE, ST. AUGUSTINE, FL, 32080
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 37
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 37 | $12.8M | $0 | $0 |
| 2024 | 33 | $10.3M | $137,329 | $337,028 |
| 2023 | 29 | $8.7M | $94,048 | $264,752 |
| 2022 | 19 | $6.6M | $237,132 | $228,338 |