Plan Snapshot
- Plan Sponsor: Custom Wealth Solutions INC
- Sponsor EIN: 842049955
- Sponsor Address: 41081 ANN ARBOR RD E, PLYMOUTH, MI, 481704478
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $556,752
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 11 | $556,752 | $32,956 | $84,095 |
| 2023 | 8 | $343,909 | $20,070 | $52,052 |
| 2022 | 8 | $220,015 | $20,781 | $57,786 |