Plan Snapshot
- Plan Sponsor: Tommy C. Lu, M.D.
- Sponsor EIN: 200897410
- Sponsor Address: 1317 S DIAMOND BAR BLVD STE 4009, DIAMOND BAR, CA, 91765
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.9M
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. |
|---|
| 2023 | 1 | $1.9M | $0 | $0 |
| 2022 | 2 | $7.4M | $0 | $0 |