# Walpole & Co., LLP 401(k) Plan
Source: https://planprovider.pro/companies/walpole-co-llp-plan

> Walpole & Co., LLP's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walpole & Co., LLP

- **Sponsor EIN:** 770384152

- **Sponsor Address:** 70 SANTA FELICIA DR., GOLETA, CA, 93117

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $497,093

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$497,093|$0|$13,380|

| 2023|45|$5.4M|$263,037|$481,351|

| 2022|58|$4.3M|$378,560|$429,742|

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