Plan Snapshot
- Plan Sponsor: Wake Financial Group, INC.
- Sponsor EIN: 751961778
- Sponsor Address: P.O. BOX 536029, GRAND PRAIRIE, TX, 75053
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $834,630
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $834,630 | $0 | $12,000 |
| 2023 | 4 | $725,874 | $0 | $29,492 |
| 2022 | 4 | $613,728 | $0 | $31,332 |