Plan Snapshot
- Plan Sponsor: Woodmont Real Estate Services, LP
- Sponsor EIN: 943209029
- Sponsor Address: 1050 RALSTON AVENUE, BELMONT, CA, 94002
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 362
- Total Assets: $28.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2023 | 362 | $28.7M | $196,716 | $2.0M |
| 2022 | 351 | $21.5M | $180,702 | $1.9M |