Plan Snapshot
- Plan Sponsor: Stokes Wagner, Alc
- Sponsor EIN: 330441656
- Sponsor Address: 401 WEST A. STREET, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $11.9M
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 | 25 | $11.9M | $125,400 | $369,725 |
| 2023 | 26 | $9.8M | $129,791 | $370,875 |
| 2022 | 26 | $8.9M | $75,298 | $332,844 |