Plan Snapshot
- Plan Sponsor: Wallace & Toney Valuation Advisors INC
- Sponsor EIN: 680070035
- Sponsor Address: 711 UNIVERSITY AVENUE, SACRAMENTO, CA, 95825
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $4.9M
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 | 3 | $4.9M | $6,070 | $33,327 |
| 2023 | 8 | $6.8M | $67,343 | $61,447 |
| 2022 | 8 | $6.1M | $51,493 | $76,320 |