Lung Rose Voss & Wagnild DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lung Rose Voss & Wagnild
  • Sponsor EIN: 990243681
  • Sponsor Address: P.O. BOX 1760, HONOLULU, HI, 968061760
  • Plan Type: DC
  • Total Participants: 40
  • Total Assets: $15.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202440$15.4M$684,481$0
202341$13.6M$608,052$0
202237$11.7M$551,863$0

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