Plan Snapshot
- Plan Sponsor: The Whole Child
- Sponsor EIN: 952031148
- Sponsor Address: 10155 COLIMA ROAD, WHITTIER, CA, 90603
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 146
- Total Assets: $5.7M
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. |
|---|
| 2023 | 146 | $5.7M | $212,277 | $357,212 |
| 2022 | 139 | $4.8M | $218,014 | $387,481 |