# Wharton Aldhizer & Weaver, PLC 401(k) Plan
Source: https://planprovider.pro/companies/wharton-aldhizer-weaver-plc-401k-plan

> Wharton Aldhizer & Weaver, PLC's 401(k) plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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