Plan Snapshot
- Plan Sponsor: Norm Wallace Agency, INC.
- Sponsor EIN: 910720427
- Sponsor Address: 200 E FAIRHAVEN AVE, BURLINGTON, WA, 98233
- Plan Type: DC
- Total Participants: 6
- Total Assets: $5.4M
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. |
|---|
| 2025 | 6 | $5.4M | $74,161 | $0 |
| 2024 | 6 | $5.4M | $74,161 | $0 |
| 2023 | 5 | $4.8M | $59,720 | $0 |
| 2022 | 5 | $3.9M | $59,660 | $0 |