Plan Snapshot
- Plan Sponsor: Humes And Wagner LLP
- Sponsor EIN: 112066849
- Sponsor Address: 147 FOREST AVE, LOCUST VALLEY, NY, 115602123
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 16 | $5.2M | $13,152 | $152,665 |
| 2023 | 16 | $4.4M | $12,783 | $163,342 |
| 2022 | 16 | $3.7M | $15,647 | $196,173 |