Plan Snapshot
- Plan Sponsor: Weinstein-Wilkes Financial Group, LLC
- Sponsor EIN: 263002321
- Sponsor Address: 13720 SIX MILE CYPRESS PARKWAY,, FORT MYERS, FL, 33912
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $7.8M | $135,956 | $127,075 |
| 2023 | 6 | $6.4M | $125,066 | $119,025 |
| 2022 | 5 | $5.0M | $111,409 | $98,002 |