Plan Snapshot
- Plan Sponsor: Iron Path Wealth Management, INC.
- Sponsor EIN: 844786637
- Sponsor Address: 15 CRABAPPLE LN, SANDY HOOK, CT, 06482
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $609,606
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $609,606 | $15,660 | $23,000 |
| 2023 | 1 | $23,071 | $0 | $0 |
| 2022 | 1 | $19,279 | $0 | $0 |