Plan Snapshot
- Plan Sponsor: Facility Wizard Software Incorporated Dba Wizard Software Solutions
- Sponsor EIN: 364091908
- Sponsor Address: PO BOX 408693, CHICAGO, IL, 60640
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 22 | $3.5M | $98,109 | $240,143 |
| 2023 | 22 | $3.4M | $79,607 | $271,766 |
| 2022 | 24 | $2.9M | $0 | $253,601 |