Plan Snapshot
- Plan Sponsor: H Waddell Group INC.
- Sponsor EIN: 824181544
- Sponsor Address: 1450 HUGHES RD, GRAPEVINE, TX, 76051
- Plan Type: DC
- Plan Number: 001
- Total Participants: 4
- Total Assets: $117,896
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4 | $117,896 | $0 | $0 |
| 2024 | 4 | $285,990 | $0 | $0 |
| 2023 | 4 | $491,966 | $1,000 | $0 |
| 2022 | 4 | $407,942 | $1,000 | $0 |
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