Lil' Wave Financial, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lil' Wave Financial, INC.
  • Sponsor EIN: 270858575
  • Sponsor Address: 7525 TOPANGA CANYON BLVD., CANOGA PARK, CA, 91303
  • Plan Type: 401(k)
  • Total Participants: 35
  • Total Assets: $3.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$3.0M$74,562$129,188
202331$2.6M$77,999$133,639
202223$2.2M$63,518$93,506

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