Plan Snapshot
- Plan Sponsor: The Levy Company, INC.
- Sponsor EIN: 742942371
- Sponsor Address: 16294 IH 35 NORTH, SELMA, TX, 78154
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 168
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 168 | $6.5M | $0 | $611,492 |
| 2022 | 141 | $5.2M | $0 | $580,893 |