Plan Snapshot
- Plan Sponsor: W.B. Darley Financial Group, INC..
- Sponsor EIN: 263699993
- Sponsor Address: 5600 S. QUEBEC ST., SUITE C265, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.1M
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 | 2 | $1.1M | $4,800 | $28,245 |
| 2023 | 2 | $935,042 | $4,600 | $27,500 |
| 2022 | 2 | $743,579 | $5,600 | $24,500 |