Plan Snapshot
- Plan Sponsor: Lopata, Flegel & Company LLP
- Sponsor EIN: 431552002
- Sponsor Address: 600 MASON RIDGE CENTER DRIVE, ST. LOUIS, MO, 63141
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $13.4M
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 | 34 | $13.4M | $292,515 | $468,049 |
| 2023 | 32 | $11.4M | $264,319 | $468,682 |
| 2022 | 33 | $9.2M | $113,565 | $381,871 |