Plan Snapshot
- Plan Sponsor: Lutz And Carr
- Sponsor EIN: 131655065
- Sponsor Address: 551 FIFTH AVENUE, SUITE 400, NEW YORK, NY, 10176
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $29.1M
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 | 50 | $29.1M | $473,003 | $644,059 |
| 2023 | 51 | $25.0M | $476,073 | $645,789 |
| 2022 | 49 | $20.7M | $439,338 | $580,001 |