Plan Snapshot
- Plan Sponsor: Urwiler & Walter, INC.
- Sponsor EIN: 231662335
- Sponsor Address: 3126 MAIN ST, SUMNEYTOWN, PA, 18084
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 15 | $3.7M | $7,189 | $83,038 |
| 2023 | 9 | $3.6M | $7,694 | $65,316 |
| 2022 | 12 | $3.6M | $8,418 | $87,715 |