Plan Snapshot
- Plan Sponsor: Wong & Rees LLP
- Sponsor EIN: 471848784
- Sponsor Address: 1570 THE ALAMEDA STE 312, SAN JOSE, CA, 951262305
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2 | $1.4M | $0 | $22,306 |
| 2023 | 2 | $1.2M | $0 | $22,500 |
| 2022 | 2 | $1.3M | $0 | $95,967 |