Plan Snapshot
- Plan Sponsor: William Neale & Co. P.C.
- Sponsor EIN: 460417508
- Sponsor Address: 304 9TH AVE SE PO BOX 490, WATERTOWN, SD, 572010490
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.4M | $47,200 | $64,476 |
| 2023 | 3 | $2.6M | $32,624 | $69,413 |
| 2022 | 4 | $2.2M | $31,758 | $77,520 |