Plan Snapshot
- Plan Sponsor: Brennan & Wasden, LLC
- Sponsor EIN: 581852036
- Sponsor Address: 411 EAST LIBERTY STREET, SAVANNAH, GA, 31401
- Plan Type: DC
- Total Participants: 12
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 12 | $5.1M | $108,415 | $100,908 |
| 2023 | 12 | $4.6M | $100,511 | $88,196 |
| 2022 | 25 | $4.1M | $108,544 | $79,259 |