Wales-Darby, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wales-Darby, INC.
  • Sponsor EIN: 112335371
  • Sponsor Address: 2910 EXPRESS DRIVE SOUTH, ISLANDIA, NY, 11749
  • Plan Type: 401(k)
  • Total Participants: 67
  • Total Assets: $16.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202467$16.4M$273,893$689,242
202364$16.4M$292,964$678,839
202264$13.8M$0$620,489

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