Plan Snapshot
- Plan Sponsor: Lubna-Shah Educational Services, INC.
- Sponsor EIN: 824346953
- Sponsor Address: 1921 CABRERA DR., LEANDER, TX, 78641
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $280,249
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 8 | $280,249 | $2,653 | $3,010 |
| 2023 | 4 | $106,992 | $5,461 | $5,787 |
| 2022 | 8 | $88,978 | $5,821 | $6,114 |