# Wentz Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wentz-financial-group-llc-401k-plan

> Wentz Financial Group, LLC's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Larry L Cavalena](https://planprovider.pro/companies/larry-l-cavalena-plan) — 4 participants

- [Ancora Holdings Group, LLC](https://planprovider.pro/companies/ancora-holdings-group-llc-plan-001-7854) — 110 participants

- [Equity Trust Company](https://planprovider.pro/companies/equity-trust-company-401k-plan) — 601 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wentz-financial-group-llc-401k-plan)

© 2026 PlanProvider.Pro