Plan Snapshot
- Plan Sponsor: Webb Investment Services INC
- Sponsor EIN: 561920406
- Sponsor Address: 28 COVEWOOD RD, ASHEVILLE, NC, 28805
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $955,301
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2 | $955,301 | $2,018 | $33,742 |
| 2023 | 5 | $956,215 | $15,918 | $54,435 |
| 2022 | 4 | $916,892 | $72,072 | $43,531 |