Plan Snapshot
- Plan Sponsor: Wells Call A Professional Corporation
- Sponsor EIN: 680030610
- Sponsor Address: 1455 OLIVER ROAD, SUITE 110, FAIRFIELD, CA, 94534
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $3.1M
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. |
|---|
| 2025 | 10 | $3.1M | $61,711 | $71,435 |
| 2024 | 10 | $3.1M | $61,711 | $71,435 |
| 2023 | 10 | $2.7M | $73,904 | $59,577 |
| 2022 | 9 | $2.3M | $56,994 | $64,117 |