Plan Snapshot
- Plan Sponsor: Titletown Wealth Management Ll
- Sponsor EIN: 822660061
- Sponsor Address: 1221 BELLEVUE ST STE 102, GREEN BAY, WI, 543022155
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $359,941
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2 | $359,941 | $75,600 | $39,600 |
| 2023 | 2 | $138,993 | $25,000 | $25,000 |
| 2022 | 2 | $78,657 | $56,700 | $29,700 |