Locke & Herbert LLP DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Locke & Herbert LLP
  • Sponsor EIN: 133253801
  • Sponsor Address: 15 OLD POUND RD, POUND RIDGE, NY, 105761737
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $7.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$7.5M$34,000$0
20222$6.5M$0$0

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