Plan Snapshot
- Plan Sponsor: Brad Werner & Company
- Sponsor EIN: 351841137
- Sponsor Address: 1655 NELSON DRIVE, CHESTERTON, IN, 463043399
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
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 | 3 | $1.4M | $0 | $61,000 |
| 2023 | 3 | $1.3M | $0 | $54,800 |
| 2022 | 3 | $1.1M | $16,560 | $59,200 |