Plan Snapshot
- Plan Sponsor: Lucida Advisors LLC
- Sponsor EIN: 873834167
- Sponsor Address: 20633 WATERTOWN COURT, BROOKFIELD, WI, 53186
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 96 | $4.2M | $237,223 | $1.0M |
| 2023 | 82 | $977,932 | $0 | $777,130 |