Plan Snapshot
- Plan Sponsor: Walsh, Colucci, Lubeley & Walsh, P.C.
- Sponsor EIN: 541235076
- Sponsor Address: 2200 CLARENDON BLVD, SUITE 1300, ARLINGTON, VA, 222013359
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $78.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 75 | $78.5M | $2.0M | $684,065 |
| 2023 | 98 | $66.9M | $1.9M | $640,674 |
| 2022 | 95 | $55.8M | $1.8M | $608,213 |