Plan Snapshot
- Plan Sponsor: Wharton, Levin, Ehrmantraut & Klein, P.A.
- Sponsor EIN: 521746578
- Sponsor Address: 104 WEST STREET, ANNAPOLIS, MD, 21401
- Plan Type: DC
- Total Participants: 32
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 32 | $12.9M | $180,250 | $321,787 |
| 2023 | 42 | $13.8M | $150,961 | $463,872 |
| 2022 | 44 | $13.3M | $188,205 | $429,324 |