Plan Snapshot
- Plan Sponsor: Ward Financial Company
- Sponsor EIN: 251409988
- Sponsor Address: 2043 GRANDVIEW FARMS CT, BETHEL PARK, PA, 15102
- Plan Type: DC
- Total Participants: 2
- Total Assets: $5.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 2 | $5.3M | $40,000 | $0 |
| 2022 | 2 | $5.3M | $40,000 | $0 |