Plan Snapshot
- Plan Sponsor: Duncan Wealth Management Corporatio
- Sponsor EIN: 843183684
- Sponsor Address: 12 CORTE EL BRAZO, SAN CLEMENTE, CA, 92673
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $85,498
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $85,498 | $0 | $0 |
| 2022 | 1 | $85,498 | $0 | $0 |