# Welty, Weaver & Currie, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/welty-weaver-currie-a-professional-corporation-plan

> Welty, Weaver & Currie, A Professional Corporation's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Judkins Glatt & Rich LLP](https://planprovider.pro/companies/judkins-glatt-rich-llp-401k-plan) — 12 participants

- [Kessenick Gamma, LLP](https://planprovider.pro/companies/kessenick-gamma-free-llp-plan) — 12 participants

- [Dowling Aaron Incorporated](https://planprovider.pro/companies/dowling-aaron-incorporated-401k-plan) — 11 participants

- [Golden Goodrich LLP](https://planprovider.pro/companies/weiland-golden-goodrich-llp-plan) — 11 participants

- [Scheer Law Group LLP](https://planprovider.pro/companies/scheer-law-group-llp-401k-plan) — 13 participants

- [Allen & Kimbell, LLP](https://planprovider.pro/companies/allen-kimbell-llp-401k-plan) — 13 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/welty-weaver-currie-a-professional-corporation-plan)

© 2026 PlanProvider.Pro