Plan Snapshot
- Plan Sponsor: Lifeplan Financial Design
- Sponsor EIN: 262893222
- Sponsor Address: 2190 COMMONS PKWY, OKEMOS, MI, 488643986
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $272,237
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. |
|---|
| 2024 | 10 | $272,237 | $11,730 | $29,056 |
| 2023 | 9 | $170,601 | $22,309 | $25,256 |
| 2022 | 7 | $88,206 | $16,680 | $20,009 |