Plan Snapshot
- Plan Sponsor: Joseph A. Walheim & Associates
- Sponsor EIN: 232874745
- Sponsor Address: 40 WEST EAGLE ROAD SUITE TWO, HAVERTOWN, PA, 190831425
- Plan Type: DC
- Total Participants: 2
- Total Assets: $4.0M
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. |
|---|
| 2024 | 2 | $4.0M | $20,000 | $0 |
| 2023 | 2 | $3.7M | $20,000 | $0 |
| 2022 | 2 | $3.3M | $20,000 | $0 |