# Norm Wallace Agency, INC. DC Plan
Source: https://planprovider.pro/companies/norm-wallace-agency-inc-plan

> Norm Wallace Agency, INC.'s DC plan: 6 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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