# Wallace & Toney Valuation Advisors INC 401(k) Plan
Source: https://planprovider.pro/companies/wallace-toney-valuation-advisors-inc-401k-plan

> Wallace & Toney Valuation Advisors INC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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