Plan Snapshot
- Plan Sponsor: Harold W. Wells & Son, INC.
- Sponsor EIN: 560957752
- Sponsor Address: 1 N 3RD ST, WILMINGTON, NC, 284014528
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $8.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 88 | $8.9M | $94,380 | $704,113 |
| 2023 | 86 | $8.0M | $75,168 | $512,854 |
| 2022 | 84 | $6.6M | $67,910 | $510,596 |