# Wilmer & Lee, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/wilmer-lee-p-a-401k-plan

> Wilmer & Lee, P.A.'s 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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