Plan Snapshot
- Plan Sponsor: Ward Chisholm, P.C.
- Sponsor EIN: 464325614
- Sponsor Address: 4520 EAST WEST HIGHWAY, SUITE 650, BETHESDA, MD, 20814
- Plan Type: DC
- Total Participants: 7
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7 | $2.9M | $32,216 | $30,500 |
| 2023 | 18 | $3.9M | $63,690 | $3,978 |
| 2022 | 7 | $3.3M | $76,527 | $78,836 |