Plan Snapshot
- Plan Sponsor: Wallace Investment Group INC.
- Sponsor EIN: 473790091
- Sponsor Address: 2480 PORT KEMBLA DRIVE, MOUNT JULIET, TN, 37122
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $113,667
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $113,667 | $0 | $0 |
| 2024 | 1 | $126,731 | $0 | $0 |
| 2023 | 1 | $119,834 | $0 | $0 |
| 2022 | 1 | $122,329 | $0 | $0 |