# Barnwell Whaley Patterson & Helms, LLC 401(k) Plan
Source: https://planprovider.pro/companies/barnwell-whaley-patterson-helms-llc-401k-plan

> Barnwell Whaley Patterson & Helms, LLC's 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barnwell Whaley Patterson & Helms, LLC

- **Sponsor EIN:** 571017922

- **Sponsor Address:** 211 KING STREET, CHARLESTON, SC, 29401

- **Plan Type:** 401(k)

- **Total Participants:** 43

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|43|$7.2M|$281,198|$291,403|

| 2023|37|$7.7M|$287,593|$261,981|

| 2022|29|$6.6M|$225,000|$236,425|

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