Plan Snapshot
- Plan Sponsor: Lord & Son Construction, INC.
- Sponsor EIN: 591582659
- Sponsor Address: 19 DAVID STREET, FORT WALTON BEACH, FL, 32547
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 46 | $4.5M | $76,112 | $244,289 |
| 2023 | 48 | $4.6M | $72,060 | $189,961 |
| 2022 | 38 | $4.5M | $67,774 | $179,166 |