Plan Snapshot
- Plan Sponsor: Liebert & Liebert Cpa
- Sponsor EIN: 930659412
- Sponsor Address: 4300 NE BROADWAY ST 3, PORTLAND, OR, 972131459
- Plan Type: DC
- Total Participants: 9
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $3.5M | $195,562 | $0 |
| 2023 | 9 | $3.0M | $192,690 | $0 |
| 2022 | 7 | $2.3M | $172,504 | $0 |