Plan Snapshot
- Plan Sponsor: Lipin Dietz Associates, INC
- Sponsor EIN: 060972754
- Sponsor Address: 8 MILO PECK LANE, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $743,803
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $743,803 | $0 | $0 |
| 2024 | 5 | $641,948 | $7,431 | $48,851 |