Plan Snapshot
- Plan Sponsor: Lowrie Yacht Harbor, INC.
- Sponsor EIN: 946089435
- Sponsor Address: 40 PT. SAN PEDRO ROAD, SAN RAFAEL, CA, 94901
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $814,884
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $814,884 | $20,485 | $24,000 |
| 2024 | 3 | $725,331 | $21,499 | $24,000 |
| 2023 | 3 | $677,910 | $21,499 | $24,000 |
| 2022 | 3 | $605,236 | $21,374 | $24,000 |