# Ronald L. Wolfe & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ronald-l-wolfe-associates-inc-plan

> Ronald L. Wolfe & Associates, INC.'s 401(k) plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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