Edgett Williams Consulting Group DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edgett Williams Consulting Group
  • Sponsor EIN: 943008771
  • Sponsor Address: 12 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA, 94939
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$1.7M$210,000$0
20239$2.3M$400,000$0
20229$2.0M$400,000$0

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