# John Waddell & Co, Cpas 401(k) Plan
Source: https://planprovider.pro/companies/john-waddell-co-cpas-plan

> John Waddell & Co, Cpas's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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