Plan Snapshot
- Plan Sponsor: Wilkinson, Carmody & Gilliam
- Sponsor EIN: 720352580
- Sponsor Address: 400 TRAVIS STREET, SUITE 1700, SHREVEPORT, LA, 711661707
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 19
- Total Assets: $3.1M
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. |
|---|
| 2025 | 19 | $3.1M | $0 | $0 |
| 2024 | 10 | $7.1M | $81,022 | $38,619 |
| 2023 | 10 | $6.7M | $86,322 | $41,144 |
| 2022 | 10 | $6.1M | $115,232 | $65,317 |