Plan Snapshot
- Plan Sponsor: Wagstaff & Cartmell, LLP
- Sponsor EIN: 431790331
- Sponsor Address: 4740 GRAND AVENUE, SUITE 300, KANSAS CITY, MO, 64112
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 84 | $17.0M | $314,545 | $856,839 |
| 2023 | 77 | $14.7M | $332,786 | $909,489 |
| 2022 | 89 | $13.1M | $281,444 | $730,036 |