Plan Snapshot
- Plan Sponsor: Waterhead Investment Group, INC.
- Sponsor EIN: 812811197
- Sponsor Address: 201 SULKY CIRCLE, WILMINGTON, DE, 19810
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $271,599
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 1 | $271,599 | $0 | $0 |
| 2023 | 1 | $271,436 | $0 | $0 |
| 2022 | 1 | $271,392 | $0 | $0 |