Plan Snapshot
- Plan Sponsor: Warner Angle Hallam Jackson & Formanek, P.C.
- Sponsor EIN: 860444065
- Sponsor Address: 2555 E. CAMELBACK ROAD, SUITE 800, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 32
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 32 | $13.6M | $368,067 | $419,897 |
| 2023 | 32 | $12.1M | $355,416 | $395,409 |
| 2022 | 33 | $10.2M | $468,147 | $259,485 |