Plan Snapshot
- Plan Sponsor: Phillips Lobue & Wilson Millwo
- Sponsor EIN: 330725510
- Sponsor Address: 300 E SANTA ANA ST, ANAHEIM, CA, 928053953
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $878,122
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 29 | $878,122 | $24,169 | $63,946 |
| 2023 | 28 | $723,156 | $25,434 | $58,050 |
| 2022 | 30 | $558,684 | $22,178 | $51,907 |