Plan Snapshot
- Plan Sponsor: Wages & Sons Funeral Home
- Sponsor EIN: 581293171
- Sponsor Address: P.O. BOX 1150, LAWRENCEVILLE, GA, 30046
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 9 | $2.4M | $78,778 | $49,120 |
| 2023 | 11 | $2.0M | $75,085 | $47,420 |
| 2022 | 11 | $1.6M | $70,178 | $44,420 |