Plan Snapshot
- Plan Sponsor: Wisdom Financial Group, INC.
- Sponsor EIN: 863930920
- Sponsor Address: 3250 W BIG BEAVER ROAD, TROY, MI, 48084
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $399,980
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $399,980 | $0 | $0 |
| 2023 | 1 | $399,980 | $0 | $0 |
| 2022 | 1 | $399,980 | $0 | $0 |