Plan Snapshot
- Plan Sponsor: Ronald L. Wolfe & Associates, INC.
- Sponsor EIN: 770001135
- Sponsor Address: 173 CHAPEL STREET, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 38 | $4.0M | $100,000 | $111,333 |
| 2023 | 38 | $4.0M | $100,000 | $111,333 |
| 2022 | 30 | $3.5M | $45,000 | $102,313 |