Plan Snapshot
- Plan Sponsor: Fortney & Weygandt, INC.
- Sponsor EIN: 341264200
- Sponsor Address: 31269 BRADLEY ROAD, NORTH OLMSTED, OH, 44070
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 83
- Total Assets: $17.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 83 | $17.4M | $0 | $575,787 |
| 2023 | 73 | $19.4M | $0 | $589,700 |
| 2022 | 72 | $18.6M | $0 | $529,123 |