# Lutz & Whitley, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lutz-whitley-inc-401k-plan

> Lutz & Whitley, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lutz & Whitley, INC.

- **Sponsor EIN:** 364701843

- **Sponsor Address:** 3429 TORINGDON WAY, CHARLOTTE, NC, 28277

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $99,406

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|2|$99,406|$0|$0|

| 2023|5|$54,337|$0|$0|

| 2022|4|$127,602|$0|$0|

## Similar Plans

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