Plan Snapshot
- Plan Sponsor: Lackey Bennett, PC
- Sponsor EIN: 731463953
- Sponsor Address: 20 E 5TH STREET, SUITE 1000, TULSA, OK, 741035118
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $461,168
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $461,168 | $9,147 | $18,701 |
| 2023 | 5 | $505,496 | $9,309 | $17,153 |
| 2022 | 5 | $401,853 | $6,550 | $14,000 |