Plan Snapshot
- Plan Sponsor: The Lotts Agency Ltd.
- Sponsor EIN: 452436415
- Sponsor Address: 68 JAY STREET, SUITE 201, BROOKLYN, NY, 11201
- Plan Type: DB
- Total Participants: 3
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $3.1M | $250,000 | $0 |
| 2023 | 3 | $3.1M | $250,000 | $0 |
| 2022 | 3 | $2.6M | $250,000 | $0 |