# Lipin Dietz Associates, INC 401(k) Plan
Source: https://planprovider.pro/companies/lipin-dietz-associates-inc-401k-plan

> Lipin Dietz Associates, INC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lipin Dietz Associates, INC

- **Sponsor EIN:** 060972754

- **Sponsor Address:** 8 MILO PECK LANE, WINDSOR, CT, 06095

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $641,948

## 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.|

| 2024|5|$641,948|$7,431|$48,851|

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