Plan Snapshot
- Plan Sponsor: Wallace Roberts & Todd, LLC
- Sponsor EIN: 231615241
- Sponsor Address: 123 S. BROAD STREET, PHILADELPHIA, PA, 19109
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 102
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 102 | $0 | $0 | $0 |
| 2024 | 107 | $0 | $0 | $0 |
| 2023 | 119 | $0 | $0 | $0 |