# Titletown Wealth Management Ll 401(k) Plan
Source: https://planprovider.pro/companies/titletown-wealth-management-ll-plan

> Titletown Wealth Management Ll's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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