Lombardi & Lombardi, P.A. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lombardi & Lombardi, P.A.
  • Sponsor EIN: 222369867
  • Sponsor Address: 1862 OAK TREE RD, EDISON, NJ, 088182065
  • Plan Type: DC
  • Total Participants: 24
  • Total Assets: $22.0M

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.
202424$22.0M$100,000$0
202323$20.9M$100,000$0
202223$20.4M$100,000$0

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