# Wake Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wake-financial-group-inc-401k-plan

> Wake Financial Group, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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