Plan Snapshot
- Plan Sponsor: Wilson Lewis, LLC
- Sponsor EIN: 582466648
- Sponsor Address: 6650 SUGARLOAF PARKWAY, STE. 900, DULUTH, GA, 30097
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $6.5M
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. |
|---|
| 2023 | 38 | $6.5M | $401,028 | $519,431 |
| 2022 | 47 | $5.0M | $350,838 | $425,208 |