Plan Snapshot
- Plan Sponsor: Lgl Partners LLC
- Sponsor EIN: 010968336
- Sponsor Address: TWO LIBERTY PLACE, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 20 | $2.2M | $85,525 | $276,914 |
| 2022 | 17 | $2.7M | $113,465 | $219,240 |