Wealth Builders, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wealth Builders, INC.
  • Sponsor EIN: 825500170
  • Sponsor Address: 4140 GRAND AVENUE, DES MOINES, IA, 50312
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $546,349

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$546,349$4,483$4,483
20232$533,865$4,558$4,288
20222$395,088$3,985$4,501

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