# The Wells Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-wells-group-inc-401k-plan

> The Wells Group, INC.'s 401(k) plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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