Plan Snapshot
- Plan Sponsor: Lizellen La Follette Md, INC.
- Sponsor EIN: 680428315
- Sponsor Address: 599 SIR FRANCIS DRAKE, SUITE 301, GREENBRAE, CA, 94904
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8 | $1.5M | $48,528 | $59,191 |
| 2023 | 7 | $1.2M | $19,742 | $52,729 |
| 2022 | 8 | $1.2M | $41,644 | $61,047 |