Plan Snapshot
- Plan Sponsor: Willis Allen Real Estate
- Sponsor EIN: 330676771
- Sponsor Address: 1131 WALL STREET, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $2.0M
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. |
|---|
| 2024 | 15 | $2.0M | $0 | $125,490 |
| 2023 | 15 | $1.9M | $0 | $164,294 |
| 2022 | 16 | $1.5M | $0 | $139,964 |