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Welcome to the LDD 401K Profit Sharing Plan
401k Education and Enrollment
How to enroll in the 401k:
Questions?
Questions on saving and investing call (714) 415-2680,
or schedule a time:
iwmfinancial.com/appointment
About the Plan
The 401k is held with to Principal Life Insurance Company provide multiple tools, education resources, and additional means to serve you.
Plan Assets are custodied by Principal Life Insurance Co.
The Financial Advisor for the plan is: Bradley Shammas, CFP®, CPFA.
- Eligible if:
- Have completed 1 year(s) with the company in which you worked at least 1,000 hours
- Enrollment Periods
- January 1 and July 1
- Select your salary deferral percentage—
- Up to 100% of your eligible pay*
- Up to $22,500/year, or $30,000/year if age 50 and over
- Employer Match
- Contributions to the 401(k) are matched dollar for dollar up to 4% of salary
- Vesting
- Employee: 100%
- Employer: 100%
Already registered for the 401k?
Your Guide to Retirement
The road to financial security in retirement begins with a clear understanding of the benefits of investing, smart financial practices, and professionally guided investments.
Why Start Today?
Starting your retirement savings now is essential to achieving your long-term financial goals. The power of compounding interest amplifies the value or your investments – allowing every dollar to accrue additional value through gained interest. Over time, that gained value begins to generate additional value, exponentially increasing the growth of your wealth. Simply put, small investments today can deliver big impact to your future financial well-being.
Information provided by Orion Portfolio Solution, OPS Retirement Simplified Clients 401k Plans