Plan Snapshot
- Plan Sponsor: Wharton Aldhizer & Weaver, PLC
- Sponsor EIN: 540432135
- Sponsor Address: 100 S MASON ST, HARRISONBURG, VA, 22801
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $11.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 48 | $11.3M | $361,059 | $457,057 |
| 2023 | 46 | $13.9M | $226,652 | $392,167 |
| 2022 | 42 | $11.4M | $106,803 | $288,412 |