Tomkiewicz Wright, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tomkiewicz Wright, LLC
  • Sponsor EIN: 201702555
  • Sponsor Address: 6111 P'TREE DUNWOODY RD BLD E 102, ATLANTA, GA, 30328
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$1.7M$0$61,550
20236$1.5M$0$58,184
20226$1.3M$0$53,391

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