Plan Snapshot
- Plan Sponsor: Wheat Holdings, LLC
- Sponsor EIN: 203846202
- Sponsor Address: 1025 S 700 W, SALT LAKE CITY, UT, 84104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 423
- Total Assets: $3.7M
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. |
|---|
| 2023 | 423 | $3.7M | $182,194 | $300,260 |
| 2022 | 449 | $4.0M | $206,282 | $359,318 |
| 2021 | 212 | $2.6M | $108,706 | $212,551 |