Plan Snapshot
- Plan Sponsor: Lois A Lombardo, Dmd, PC
- Sponsor EIN: 383952319
- Sponsor Address: 68 PARK ST. REAR, ANDOVER, MA, 01810
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $944,276
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 19 | $944,276 | $26,880 | $51,300 |
| 2023 | 20 | $1.1M | $25,950 | $50,128 |
| 2022 | 20 | $897,178 | $44,887 | $56,660 |