Plan Snapshot
- Plan Sponsor: Lillie And Company, LLC
- Sponsor EIN: 454083650
- Sponsor Address: PO BOX 570, SUNBURY, OH, 43074
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 21 | $2.0M | $68,936 | $169,184 |
| 2022 | 17 | $1.5M | $63,184 | $136,212 |