# W&A Investments, INC. DC Plan
Source: https://planprovider.pro/companies/w-a-investments-inc-plan

> W&A Investments, INC.'s DC plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W&A Investments, INC.

- **Sponsor EIN:** 814179766

- **Sponsor Address:** 9280 PLAINFIELD RD, BLUE ASH, OH, 45235

- **Plan Type:** DC

- **Total Participants:** 24

- **Total Assets:** $1.5M

## 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.|

| 2024|24|$1.5M|$0|$0|

| 2023|28|$5.6M|$0|$0|

| 2022|13|$5.4M|$0|$0|

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