Plan Snapshot
- Plan Sponsor: The Wealthy Contractor INC.
- Sponsor EIN: 834307258
- Sponsor Address: 2100 PONCE DE LEON BLVD, CORAL GABLES, FL, 33134
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.5M
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 | 6 | $1.5M | $15,259 | $21,884 |
| 2023 | 5 | $1.3M | $12,692 | $20,292 |
| 2022 | 15 | $806,459 | $44,542 | $77,943 |