Plan Snapshot
- Plan Sponsor: Earned Wealth Operating Company
- Sponsor EIN: 943076665
- Sponsor Address: 165 LENNON LANE, WALNUT CREEK, CA, 94598
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 118 | $25.3M | $530,281 | $1.1M |
| 2023 | 89 | $23.1M | $568,622 | $856,521 |
| 2022 | 86 | $18.7M | $576,401 | $778,530 |