# W.E. Gundy & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-e-gundy-associates-inc-401k-plan

> W.E. Gundy & Associates, INC.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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