# Willis Allen Real Estate 401(k) Plan
Source: https://planprovider.pro/companies/willis-allen-real-estate-401k-plan

> Willis Allen Real Estate's 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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