Wagstaff LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wagstaff LLP
  • Sponsor EIN: 750875000
  • Sponsor Address: P.O. BOX 360, ABILENE, TX, 79604
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $9.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$9.1M$224,299$183,259
202323$7.9M$199,189$152,350
202220$7.1M$148,246$159,032

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