Plan Snapshot
- Plan Sponsor: Methfessel & Werbel, P.C.
- Sponsor EIN: 222017227
- Sponsor Address: 2025 LINCOLN HIGHWAY, EDISON, NJ, 08817
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 87 | $24.6M | $0 | $779,565 |
| 2023 | 79 | $18.7M | $650 | $769,863 |
| 2022 | 79 | $15.1M | $0 | $722,906 |