Plan Snapshot
- Plan Sponsor: Frank Winne & Son, INC.
- Sponsor EIN: 262982621
- Sponsor Address: 521 FELLOWSHIP ROAD, MT. LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 46 | $7.8M | $40,000 | $345,694 |
| 2023 | 37 | $6.9M | $40,000 | $317,985 |
| 2022 | 36 | $5.8M | $40,000 | $273,319 |