Plan Snapshot
- Plan Sponsor: Schwartz Lasson Harris Ltd.
- Sponsor EIN: 232391384
- Sponsor Address: 110 GIBRALTAR ROAD, HORSHAM, PA, 19044
- Plan Type: DC
- Plan Number: 004
- Total Participants: 7
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7 | $6.6M | $0 | $0 |
| 2024 | 4 | $5.7M | $46,468 | $0 |
| 2023 | 5 | $4.9M | $70,594 | $0 |
| 2022 | 4 | $5.5M | $90,173 | $0 |