# Wood Tarver Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wood-tarver-financial-group-llc-401k-plan

> Wood Tarver Financial Group, LLC&#39;s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wood Tarver Financial Group, LLC

- **Sponsor EIN:** 274906041

- **Sponsor Address:** 3232 E. BARBER VALLEY DRIVE, BOISE, ID, 83716

- **Plan Type:** 401(k)

- **Total Participants:** 6

- **Total Assets:** $898,450

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|6|$898,450|$130,154|$82,421|

| 2023|5|$585,020|$71,499|$57,786|

| 2022|6|$693,066|$84,960|$86,019|

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