Wespo INC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Wespo INC
  • Sponsor EIN: 943119769
  • Sponsor Address: 235 MONTGOMERY ST STE 950, SAN FRANCISCO, CA, 941043002
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 41
  • Total Assets: $7.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202541$7.0M$0$0
202426$10.7M$182,548$405,918
202327$9.1M$191,231$403,930
202225$7.6M$185,971$423,298

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