Plan Snapshot
- Plan Sponsor: Wisdom Insurance Agency INC.
- Sponsor EIN: 463274384
- Sponsor Address: 2309 SILVERNAIL RD, PEWAUKEE, WI, 53072
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $577,969
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $577,969 | $0 | $0 |
| 2024 | 3 | $577,969 | $0 | $0 |
| 2023 | 2 | $0 | $0 | $0 |
| 2022 | 2 | $63,360 | $0 | $0 |