Plan Snapshot
- Plan Sponsor: Rusing, Lopez & Lizardi, P.L.L.C.
- Sponsor EIN: 860709338
- Sponsor Address: 6363 N. SWAN ROAD, SUITE 151, TUCSON, AZ, 85718
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $14.7M
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. |
|---|
| 2024 | 42 | $14.7M | $469,272 | $439,710 |
| 2023 | 48 | $15.2M | $492,117 | $467,682 |
| 2022 | 43 | $13.0M | $382,418 | $392,634 |
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