# Werth Wealth Management, LLC DC Plan
Source: https://planprovider.pro/companies/werth-wealth-management-llc-plan-001

> Werth Wealth Management, LLC's DC plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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