# Lutz And Carr 401(k) Plan
Source: https://planprovider.pro/companies/lutz-and-carr-401k-plan

> Lutz And Carr's 401(k) plan: 50 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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