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
- Plan Number: 002
- Total Participants: 17
- Total Assets: $2.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 17 | $2.2M | $0 | $0 |
| 2024 | 10 | $1.7M | $210,000 | $0 |
| 2023 | 9 | $2.3M | $400,000 | $0 |
| 2022 | 9 | $2.0M | $400,000 | $0 |
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