Plan Snapshot
- Plan Sponsor: Lincoln, Gustafson & Cercos LLP
- Sponsor EIN: 330224185
- Sponsor Address: 550 WEST C STREET, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $8.4M
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. |
|---|
| 2024 | 36 | $8.4M | $127,388 | $254,071 |
| 2022 | 36 | $6.7M | $128,314 | $252,544 |