Lux, Bond & Green, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lux, Bond & Green, INC.
  • Sponsor EIN: 060434650
  • Sponsor Address: 7 JANSEN COURT, WEST HARTFORD, CT, 061101913
  • Plan Type: 401(k)
  • Total Participants: 92
  • Total Assets: $14.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202492$14.8M$107,123$512,444
202384$13.7M$106,674$471,750
202280$13.5M$88,283$430,508

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