# Lurie, Zepeda, Schmalz, Hogan & Martin, Apc 401(k) Plan
Source: https://planprovider.pro/companies/lurie-zepeda-schmalz-hogan-martin-apc-401k-plan

> Lurie, Zepeda, Schmalz, Hogan & Martin, Apc's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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