Plan Snapshot
- Plan Sponsor: Lucy & Co.
- Sponsor EIN: 863110515
- Sponsor Address: 2802 E 1ST ST, TUCSON, AZ, 85716
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $220,503
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 | 25 | $220,503 | $22,145 | $8,816 |
| 2023 | 3 | $45,134 | $2,532 | $191 |
| 2022 | 1 | $61,546 | $142 | $0 |