Plan Snapshot
- Plan Sponsor: Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.
- Sponsor EIN: 860257880
- Sponsor Address: 5210 EAST WILLIAMS CIRCLE SUITE 800, TUCSON, AZ, 85711
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4 | $2.6M | $27,723 | $122,711 |
| 2023 | 16 | $5.6M | $0 | $150,049 |
| 2022 | 33 | $5.8M | $238,388 | $151,465 |