# Lounsbury & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lounsbury-associates-inc-401k-plan

> Lounsbury & Associates, INC.'s 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lounsbury & Associates, INC.

- **Sponsor EIN:** 920088982

- **Sponsor Address:** 3230 C STREET, SUITE 201, ANCHORAGE, AK, 99503

- **Plan Type:** 401(k)

- **Total Participants:** 71

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|71|$5.5M|$202,125|$425,944|

| 2023|69|$4.7M|$0|$386,410|

| 2022|46|$3.9M|$83,424|$323,252|

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