Plan Snapshot
- Plan Sponsor: Willcox & Savage, P.C.
- Sponsor EIN: 540976999
- Sponsor Address: 440 MONTICELLO AVENUE, NORFOLK, VA, 23510
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 34 | $4.4M | $0 | $180,444 |
| 2023 | 21 | $4.2M | $0 | $108,411 |
| 2022 | 14 | $3.6M | $0 | $112,358 |