# Wbh Advisory, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wbh-advisory-inc-plan

> Wbh Advisory, INC.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Combustion Science & Engineering, INC.](https://planprovider.pro/companies/combustion-science-engineering-inc-401k-plan) — 15 participants

- [Woo Wang Dds LLC](https://planprovider.pro/companies/woo-wang-dds-llc-401k-plan) — 17 participants

- [Mhz Marketing, INC.](https://planprovider.pro/companies/mhz-marketing-inc-plan) — 11 participants

- [North American General Contrac](https://planprovider.pro/companies/north-american-general-contrac-401k-plan) — 11 participants

- [Archimedes Global, INC.](https://planprovider.pro/companies/archimedes-global-inc-401k-plan) — 10 participants

- [Capital Funding Group INC](https://planprovider.pro/companies/capital-funding-group-inc-401k-plan) — 20 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wbh-advisory-inc-plan)

© 2026 PlanProvider.Pro