Weinstein Au LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Weinstein Au LLC
  • Sponsor EIN: 680617971
  • Sponsor Address: 2200 WESTERN AVE STE 301, SEATTLE, WA, 981214092
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $5.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$5.1M$62,214$269,910
202326$4.2M$61,118$259,520
202229$3.2M$0$218,188

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