Plan Snapshot
- Plan Sponsor: G.R. Wade, LLC
- Sponsor EIN: 202812504
- Sponsor Address: 60 OVERLOOK DRIVE, HAMDEN, CT, 06514
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $3.8M | $28,222 | $136,090 |
| 2023 | 12 | $3.3M | $36,079 | $146,368 |
| 2022 | 14 | $2.7M | $37,100 | $141,108 |