Plan Snapshot
- Plan Sponsor: Wisler Pearlstine, LLP
- Sponsor EIN: 231261307
- Sponsor Address: BLUE BELL EXECUTIVE CAMPUS, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 96 | $26.4M | $726,907 | $1.1M |
| 2023 | 91 | $24.8M | $665,073 | $889,922 |
| 2022 | 78 | $20.5M | $603,552 | $762,259 |