Plan Snapshot
- Plan Sponsor: Webster, Duke & Co., PA
- Sponsor EIN: 561534144
- Sponsor Address: 8022 PROVIDENCE ROAD, 500-303, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 3 | $2.1M | $0 | $30,500 |
| 2023 | 4 | $1.8M | $0 | $30,000 |
| 2022 | 4 | $1.5M | $0 | $38,000 |