Plan Snapshot
- Plan Sponsor: Russell & Lazarus A Profession
- Sponsor EIN: 330808977
- Sponsor Address: 3501 JAMBOREE ROAD #600, NEWPORT BEACH, CA, 926602425
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 31 | $7.3M | $94,874 | $305,002 |
| 2023 | 26 | $5.7M | $74,335 | $233,528 |
| 2022 | 26 | $4.6M | $85,307 | $208,702 |
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