Plan Snapshot
- Plan Sponsor: Lurie, Zepeda, Schmalz, Hogan & Martin, Apc
- Sponsor EIN: 953794947
- Sponsor Address: 1875 CENTURY PARK EAST SUITE 2100, LOS ANGELES, CA, 900672574
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 24 | $11.2M | $124,406 | $320,530 |
| 2023 | 22 | $9.2M | $124,353 | $280,618 |
| 2022 | 20 | $7.6M | $94,188 | $227,367 |