Plan Snapshot
- Plan Sponsor: Wbh Advisory, INC.
- Sponsor EIN: 521470972
- Sponsor Address: 1829 REISTERSTOWN ROAD, SUITE 225, PIKESVILLE, MD, 21208
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $6.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $6.7M | $206,059 | $228,813 |
| 2023 | 14 | $4.6M | $93,972 | $244,501 |
| 2022 | 13 | $4.1M | $150,763 | $216,096 |