# Wagstaff & Cartmell, LLP 401(k) Plan
Source: https://planprovider.pro/companies/wagstaff-cartmell-llp-plan

> Wagstaff & Cartmell, LLP's 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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