Plan Snapshot
- Plan Sponsor: Lundquist Associates, INC.
- Sponsor EIN: 840731021
- Sponsor Address: 2955 SOUTH TEJON STREET, ENGLEWOOD, CO, 80110
- Plan Type: DC
- Total Participants: 21
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $6.3M | $132,080 | $0 |
| 2023 | 25 | $6.0M | $132,080 | $0 |
| 2022 | 24 | $6.0M | $132,080 | $0 |