# Earned Wealth Operating Company 401(k) Plan
Source: https://planprovider.pro/companies/thomas-doll-cpa-s-p-c-plan

> Earned Wealth Operating Company's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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