Plan Snapshot
- Plan Sponsor: Liptz, Roberts & Marquez, Chartered
- Sponsor EIN: 520939448
- Sponsor Address: 5550 FRIENDSHIP BLVD #500, CHEVY CHASE, MD, 208154330
- Plan Type: DC
- Total Participants: 7
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $4.2M | $10,670 | $85,532 |
| 2023 | 7 | $3.5M | $8,141 | $97,115 |
| 2022 | 8 | $3.2M | $8,707 | $109,591 |