# Morrow, Tompkins, Trueblood & Lefevre, LLC 401(k) Plan
Source: https://planprovider.pro/companies/morrow-tompkins-trueblood-lefevre-llc-401k-plan

> Morrow, Tompkins, Trueblood & Lefevre, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morrow, Tompkins, Trueblood & Lefevre, LLC

- **Sponsor EIN:** 204831454

- **Sponsor Address:** 58 E PENN STREET, NORRISTOWN, PA, 19401

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$9,732|$0|

| 2024|2|$1.2M|$12,451|$31,314|

| 2023|3|$1.1M|$8,757|$59,914|

| 2022|4|$1.4M|$5,816|$28,947|

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