Lucy Design Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lucy Design Associates, INC.
  • Sponsor EIN: 274017134
  • Sponsor Address: 1856 LANCASTER ROAD, BIRMINGHAM, AL, 352094114
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $409,763

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$409,763$4,470$5,040
20231$388,729$6,281$29,790
20221$290,313$6,136$27,000

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