Plan Snapshot
- Plan Sponsor: Welch-Olson Holdings, INC.
- Sponsor EIN: 882375318
- Sponsor Address: 651 N BUSINESS IH, STE 415, NEW BRAUNFELS, TX, 78130
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $402,959
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 3 | $402,959 | $0 | $0 |
| 2023 | 2 | $341,990 | $0 | $0 |
| 2022 | 2 | $452,023 | $0 | $0 |