Plan Snapshot
- Plan Sponsor: Stanley D. Lindsey & Associates, Ltd.
- Sponsor EIN: 620756509
- Sponsor Address: 750 OLD HICKORY BLVD, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $22.4M
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 | 64 | $22.4M | $265,905 | $738,572 |
| 2023 | 62 | $18.9M | $312,709 | $833,339 |
| 2022 | 63 | $14.5M | $339,151 | $778,505 |