Plan Snapshot
- Plan Sponsor: W.E. Gundy & Associates, INC.
- Sponsor EIN: 953708283
- Sponsor Address: 1199 SHORELINE DR., STE 310, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $1.8M
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 | $1.8M | $98,106 | $171,762 |
| 2023 | 14 | $1.3M | $75,139 | $155,203 |
| 2022 | 15 | $922,858 | $120,401 | $143,083 |