Plan Snapshot
- Plan Sponsor: Wentz Financial Group, LLC
- Sponsor EIN: 201944381
- Sponsor Address: 5790 HUDSON DRIVE, HUDSON, OH, 44236
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.0M
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 | 13 | $3.0M | $63,393 | $161,794 |
| 2023 | 14 | $2.5M | $63,154 | $166,024 |
| 2022 | 10 | $1.8M | $55,263 | $129,208 |