# Wade Financial Advisory, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wade-financial-advisory-inc-plan

> Wade Financial Advisory, INC.'s 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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