Plan Snapshot
- Plan Sponsor: Westmoor Country Club
- Sponsor EIN: 390701670
- Sponsor Address: 400 S MOORLAND RD, BROOKFIELD, WI, 530054239
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 59 | $4.4M | $88,211 | $304,795 |
| 2023 | 43 | $3.6M | $77,797 | $260,570 |
| 2022 | 42 | $3.1M | $68,995 | $233,158 |