Plan Snapshot
- Plan Sponsor: Locke Meredith & Associates, Aplc
- Sponsor EIN: 721300073
- Sponsor Address: 1300 MILLERVILLE ROAD, BATON ROUGE, LA, 708161231
- Plan Type: DC
- Total Participants: 10
- Total Assets: $2.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $2.6M | $87,651 | $9,900 |
| 2023 | 9 | $2.3M | $80,436 | $11,700 |
| 2022 | 7 | $2.2M | $73,217 | $10,283 |