# H Waddell Group INC. DC Plan
Source: https://planprovider.pro/companies/h-waddell-group-inc-plan

> H Waddell Group INC.'s DC plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H Waddell Group INC.

- **Sponsor EIN:** 824181544

- **Sponsor Address:** 1450 HUGHES RD, GRAPEVINE, TX, 76051

- **Plan Type:** DC

- **Total Participants:** 4

- **Total Assets:** $285,990

## 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.|

| 2024|4|$285,990|$0|$0|

| 2023|4|$491,966|$1,000|$0|

| 2022|4|$407,942|$1,000|$0|

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