# Whittington, Jones & Rudert, Cpas, LLC 401(k) Plan
Source: https://planprovider.pro/companies/whittington-jones-rudert-cpas-llc-plan

> Whittington, Jones & Rudert, Cpas, LLC's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whittington, Jones & Rudert, Cpas, LLC

- **Sponsor EIN:** 461381910

- **Sponsor Address:** P.O. BOX 1264, ROME, GA, 301621264

- **Plan Type:** 401(k)

- **Total Participants:** 21

- **Total Assets:** $3.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|21|$3.4M|$32,717|$114,608|

| 2023|20|$2.9M|$28,598|$138,334|

| 2022|19|$2.5M|$30,923|$134,139|

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