Plan Snapshot
- Plan Sponsor: Life&Wealth Advisors INC
- Sponsor EIN: 203075156
- Sponsor Address: 1399 YGNACIO VALLEY ROAD SUITE 29, WALNUT CREEK, CA, 945980000
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $3,420 | $30,500 |
| 2023 | 3 | $458,830 | $5,173 | $30,000 |
| 2022 | 3 | $429,797 | $6,868 | $27,000 |