Plan Snapshot
- Plan Sponsor: Wagner Forest Management, Ltd.
- Sponsor EIN: 020342249
- Sponsor Address: P.O. BOX 160, LYME, NH, 03768
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 28 | $18.5M | $174,672 | $376,049 |
| 2023 | 31 | $15.5M | $168,927 | $366,023 |
| 2022 | 29 | $12.7M | $159,235 | $329,251 |