Plan Snapshot
- Plan Sponsor: The Weeks-Lerman Group, LLC
- Sponsor EIN: 113297099
- Sponsor Address: 5838 PAGE PLACE, MASPETH, NY, 11378
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $4.9M
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 | 47 | $4.9M | $98,246 | $275,090 |
| 2023 | 49 | $4.3M | $54,647 | $228,623 |
| 2022 | 51 | $4.2M | $61,209 | $221,924 |