Plan Snapshot
- Plan Sponsor: Whipsaw, INC.
- Sponsor EIN: 943336059
- Sponsor Address: 55 MISSISSIPPI STREET, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 30 | $8.4M | $146,864 | $365,055 |
| 2023 | 22 | $8.3M | $115,980 | $310,511 |
| 2022 | 26 | $7.8M | $120,224 | $373,979 |