Plan Snapshot
- Plan Sponsor: Rw Investment Management, LLC
- Sponsor EIN: 471056022
- Sponsor Address: 1028 S BRIDGEWAY PL #200, EAGLE, ID, 83616
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 17 | $8.1M | $353,783 | $288,741 |
| 2023 | 18 | $6.6M | $317,759 | $250,224 |
| 2022 | 15 | $5.0M | $294,042 | $223,295 |