# Phillips Lobue & Wilson Millwo 401(k) Plan
Source: https://planprovider.pro/companies/phillips-lobue-wilson-millwo-401k-plan

> Phillips Lobue & Wilson Millwo's 401(k) plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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