Plan Snapshot
- Plan Sponsor: Thomas Fenner Woods Agency, INC.
- Sponsor EIN: 310669684
- Sponsor Address: 1500 LAKE SHORE DRIVE, COLUMBUS, OH, 432043891
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.7M
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. |
|---|
| 2024 | 15 | $3.7M | $56,523 | $88,087 |
| 2023 | 16 | $4.4M | $56,672 | $91,200 |
| 2022 | 16 | $4.5M | $56,837 | $101,710 |