Wild, Carter, & Tipton Professional Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wild, Carter, & Tipton Professional Corporation
  • Sponsor EIN: 942589967
  • Sponsor Address: 246 W. SHAW AVENUE, FRESNO, CA, 93704
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $12.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$12.6M$254,365$94,720
202322$11.7M$240,816$68,900
202219$11.0M$236,304$56,810

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