Will C Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Will C Investments, INC.
  • Sponsor EIN: 822605694
  • Sponsor Address: 12101 RED ROSE WAY, BAKERSFIELD, CA, 93312
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $298,113

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$298,113$0$0
20242$298,113$0$0
20238$555,655$0$0
20228$318,916$0$0

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