Plan Snapshot
- Plan Sponsor: Wade Financial Advisory, INC.
- Sponsor EIN: 770297228
- Sponsor Address: 2105 S. BASCOM AVENUE, SUITE 110, CAMPBELL, CA, 95008
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $6.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $6.7M | $106,575 | $193,062 |
| 2023 | 11 | $5.8M | $90,638 | $237,113 |
| 2022 | 13 | $4.3M | $155,820 | $194,025 |