# Stanley D. Lindsey & Associates, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/stanley-d-lindsey-associates-ltd-401k-plan

> Stanley D. Lindsey & Associates, Ltd.'s 401(k) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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