Plan Snapshot
- Plan Sponsor: Welty, Weaver & Currie, A Professional Corporation
- Sponsor EIN: 942802242
- Sponsor Address: 3554 ROUNDBARN BLVD. STE. 300, SANTA ROSA, CA, 95403
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $5.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $5.5M | $100,000 | $88,887 |
| 2023 | 13 | $4.6M | $50,465 | $83,561 |
| 2022 | 12 | $3.6M | $115,471 | $76,425 |