Plan Snapshot
- Plan Sponsor: Werth Wealth Management, LLC
- Sponsor EIN: 383768454
- Sponsor Address: 1200 MAIN FL 6TH, HAYS, KS, 67601
- Plan Type: DC
- Total Participants: 16
- Total Assets: $8.6M
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 | 16 | $8.6M | $264,256 | $224,879 |
| 2023 | 16 | $7.5M | $263,353 | $212,201 |
| 2022 | 15 | $6.0M | $231,879 | $190,722 |