Plan Snapshot
- Plan Sponsor: Western Group, INC.
- Sponsor EIN: 841372529
- Sponsor Address: 511 W. 10TH, PUEBLO, CO, 81003
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 35 | $2.7M | $100,000 | $73,032 |
| 2023 | 36 | $2.3M | $100,000 | $73,332 |
| 2022 | 36 | $1.9M | $160,000 | $93,294 |