Plan Snapshot
- Plan Sponsor: Wicklander-Zulawski & Associates, INC.
- Sponsor EIN: 363172044
- Sponsor Address: 323 W GALENA BLVD, AURORA, IL, 60506
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 18 | $5.7M | $43,418 | $113,429 |
| 2023 | 17 | $4.9M | $148,402 | $119,749 |
| 2022 | 29 | $4.0M | $147,603 | $106,259 |
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