Plan Snapshot
- Plan Sponsor: T W Lewis Management Company
- Sponsor EIN: 200882492
- Sponsor Address: 6720 N. SCOTTSDALE RD, SCOTTSDALE, AZ, 85253
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $719,087
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 | 6 | $719,087 | $15,958 | $29,580 |
| 2023 | 6 | $595,103 | $11,870 | $32,545 |
| 2022 | 4 | $894,805 | $14,514 | $68,197 |