Plan Snapshot
- Plan Sponsor: Tracy Family Wbu INC.
- Sponsor EIN: 464912939
- Sponsor Address: 8602 ROCKEFELLER AVE., BROOKFIELD, IL, 60513
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $465,036
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $465,036 | $13,581 | $34,530 |
| 2023 | 4 | $382,034 | $13,826 | $29,615 |
| 2022 | 4 | $433,950 | $12,685 | $22,780 |
| 2021 | 4 | $338,528 | $11,186 | $12,665 |
| 2020 | 3 | $291,446 | $7,742 | $8,760 |