Plan Snapshot
- Plan Sponsor: House Spirits Distillery LLC Dba Westward Whiskey
- Sponsor EIN: 274652069
- Sponsor Address: 65 SE WASHINGTON ST, PORTLAND, OR, 97214
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 34 | $1.7M | $146,039 | $265,904 |
| 2023 | 62 | $1.2M | $176,256 | $280,884 |
| 2022 | 73 | $788,413 | $122,321 | $247,253 |