# Webster, Duke & Co., PA 401(k) Plan
Source: https://planprovider.pro/companies/webster-duke-co-pa-plan

> Webster, Duke & Co., PA's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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