Plan Snapshot
- Plan Sponsor: James V Trask
- Sponsor EIN: 421424148
- Sponsor Address: 2465 HILTON AVE, WAVERLY, IA, 50677
- Plan Type: DC
- Plan Number: 001
- Total Participants: 2
- Total Assets: $356,306
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $356,306 | $0 | $0 |
| 2024 | 2 | $349,876 | $59,585 | $0 |
| 2023 | 2 | $245,191 | $53,857 | $0 |
| 2022 | 1 | $177,577 | $43,556 | $0 |