Plan Snapshot
- Plan Sponsor: Wilmer & Lee, P.A.
- Sponsor EIN: 630786567
- Sponsor Address: 100 WASHINGTON STREET, SUITE 200, HUNTSVILLE, AL, 35801
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 42 | $11.8M | $147,227 | $297,791 |
| 2023 | 57 | $14.2M | $208,772 | $445,746 |
| 2022 | 59 | $13.6M | $216,068 | $527,838 |