Plan Snapshot
- Plan Sponsor: Snee, Lutche & Helmlinger P.A.
- Sponsor EIN: 521842442
- Sponsor Address: 112 S MAIN ST, BEL AIR, MD, 21014
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $4.9M
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 | 9 | $4.9M | $98,725 | $141,116 |