Plan Snapshot
- Plan Sponsor: Waller Investments, Co.
- Sponsor EIN: 820649954
- Sponsor Address: 1105-D NORTH BETHLEHEM PIKE, SPRING HOUSE, PA, 19477
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $7,697 | $67,750 |
| 2024 | 41 | $1.6M | $13,218 | $70,553 |
| 2023 | 28 | $1.1M | $59,114 | $15,945 |
| 2022 | 16 | $908,904 | $15,294 | $60,447 |