# Brad Werner & Company 401(k) Plan
Source: https://planprovider.pro/companies/brad-werner-company-401k-plan

> Brad Werner & Company's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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