Plan Snapshot
- Plan Sponsor: John Waddell & Co, Cpas
- Sponsor EIN: 942329070
- Sponsor Address: 3416 AMERICAN RIVER DR STE A, SACRAMENTO, CA, 95864
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $5.2M | $64,191 | $78,105 |
| 2023 | 4 | $4.4M | $73,202 | $77,380 |
| 2022 | 5 | $3.7M | $91,245 | $94,800 |