Plan Snapshot
- Plan Sponsor: Wick Fisher White
- Sponsor EIN: 232747369
- Sponsor Address: 100 N. INDEPENDENCE MALL WEST, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $9.4M
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 | 32 | $9.4M | $36,035 | $334,604 |
| 2023 | 32 | $9.5M | $28,439 | $327,589 |
| 2022 | 31 | $8.0M | $40,341 | $282,932 |