Plan Snapshot
- Plan Sponsor: Nw Financial Holdings, INC.
- Sponsor EIN: 856198935
- Sponsor Address: 522 BROAD STREET, BLOOMFIELD, NJ, 07003
- Plan Type: DC
- Total Participants: 16
- Total Assets: $3.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 16 | $3.5M | $84,429 | $117,899 |
| 2024 | 16 | $3.5M | $84,429 | $117,899 |
| 2023 | 19 | $2.1M | $70,101 | $119,770 |
| 2022 | 20 | $2.9M | $63,127 | $151,826 |