Wells, Wascow & Roessler, L.L.C. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Wells, Wascow & Roessler, L.L.C.
  • Sponsor EIN: 463951425
  • Sponsor Address: 444 N PROSPECT AVE, MUNDELEIN, IL, 60060
  • Plan Type: DC
  • Total Participants: 11
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$0$0$0
202311$5.4M$43,939$34,050
202211$4.6M$76,141$59,980

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