Plan Snapshot
- Plan Sponsor: The Law Offices Of Dale S. Wilson
- Sponsor EIN: 680176102
- Sponsor Address: 2001 21ST STREET. SUITE 200, SACRAMENTO, CA, 95818
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 24
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 24 | $3.9M | $0 | $0 |
| 2024 | 20 | $3.5M | $68,034 | $96,833 |
| 2023 | 19 | $3.1M | $66,174 | $92,040 |
| 2022 | 21 | $2.6M | $80,308 | $88,948 |
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