# Lifeplan Financial Design 401(k) Plan
Source: https://planprovider.pro/companies/lifeplan-financial-design-401k-plan

> Lifeplan Financial Design's 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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