Plan Snapshot
- Plan Sponsor: The Wells Group, INC.
- Sponsor EIN: 742178054
- Sponsor Address: 2323 W SAM HOUSTON PKWY N, HOUSTON, TX, 770432018
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $2.0M
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. |
|---|
| 2024 | 30 | $2.0M | $112,296 | $136,487 |
| 2023 | 30 | $2.0M | $112,296 | $136,487 |
| 2022 | 19 | $5.7M | $108,395 | $153,176 |