Plan Snapshot
- Plan Sponsor: Wealth Management Group, LLC
- Sponsor EIN: 372023726
- Sponsor Address: 1605 W. COLONIAL PARKWAY, INVERNESS, IL, 60067
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 12 | $2.1M | $32,193 | $95,820 |
| 2023 | 10 | $1.5M | $29,662 | $100,650 |