# Thomas Fenner Woods Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/thomas-fenner-woods-agency-inc-401k-plan

> Thomas Fenner Woods Agency, INC.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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