Plan Snapshot
- Plan Sponsor: Tumwater Wealth Management, LLC
- Sponsor EIN: 832503203
- Sponsor Address: 110 W. MAIN STREET, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $1.3M | $53,417 | $50,384 |
| 2024 | 6 | $1.0M | $44,425 | $55,595 |
| 2023 | 4 | $911,228 | $50,403 | $38,640 |
| 2022 | 5 | $687,246 | $51,120 | $42,196 |