Plan Snapshot
- Plan Sponsor: Lochte Insurance Agency, INC.
- Sponsor EIN: 270679234
- Sponsor Address: 26108 OVERLOOK PARKWAY, SAN ANTONIO, TX, 78260
- Plan Type: DC
- Total Participants: 6
- Total Assets: $2.2M
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 | 6 | $2.2M | $10,135 | $0 |
| 2023 | 6 | $2.2M | $10,135 | $0 |
| 2022 | 5 | $2.1M | $4,807 | $0 |