Plan Snapshot
- Plan Sponsor: Whiskytree INC.
- Sponsor EIN: 208785820
- Sponsor Address: 818 FIFTH AVENUE, SAN RAFAEL, CA, 94901
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $3.9M
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 | 20 | $3.9M | $81,223 | $149,748 |
| 2023 | 16 | $2.2M | $74,465 | $126,107 |
| 2022 | 30 | $1.9M | $63,268 | $102,029 |