# Weinstein-Wilkes Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/weinstein-wilkes-financial-group-llc-401k-plan

> Weinstein-Wilkes Financial Group, LLC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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