Plan Snapshot
- Plan Sponsor: Whda, LLP
- Sponsor EIN: 200139622
- Sponsor Address: 8500 LEESBURG PIKE, TYSONS, VA, 22182
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $9.8M
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 | 37 | $9.8M | $63,940 | $451,820 |
| 2023 | 58 | $9.1M | $61,655 | $428,186 |
| 2022 | 60 | $7.4M | $61,321 | $406,866 |