Plan Snapshot
- Plan Sponsor: Lukasiewicz & Bellavance, LLC
- Sponsor EIN: 821852832
- Sponsor Address: 3 BALDWIN GREEN COMMON, STE 101, WOBURN, MA, 01801
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 14 | $4.6M | $90,833 | $116,224 |
| 2023 | 18 | $3.9M | $93,570 | $136,090 |
| 2022 | 20 | $3.3M | $94,644 | $151,625 |