# Harold W. Wells & Son, INC. 401(k) Plan
Source: https://planprovider.pro/companies/harold-w-wells-son-inc-401k-plan

> Harold W. Wells & Son, INC.'s 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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