Plan Snapshot
- Plan Sponsor: Wallingford Law, Psc
- Sponsor EIN: 311564329
- Sponsor Address: 1050 MONARCH ST. STE. 100, LEXINGTON, KY, 40513
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $2.2M | $110,200 | $0 |
| 2023 | 3 | $1.8M | $100,775 | $0 |
| 2022 | 2 | $1.5M | $20,000 | $0 |