Plan Snapshot
- Plan Sponsor: Weller Group LLC
- Sponsor EIN: 263892639
- Sponsor Address: 6206 SLOCUM RD, ONTARIO, NY, 14519
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $2.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $2.5M | $45,477 | $128,758 |
| 2023 | 15 | $1.5M | $38,596 | $121,576 |
| 2022 | 16 | $1.2M | $32,870 | $110,033 |