Plan Snapshot
- Plan Sponsor: Wooldridge Heating & Air, INC.
- Sponsor EIN: 541128340
- Sponsor Address: 14179 WARDS ROAD, LYNCHBURG, VA, 24502
- Plan Type: DC
- Total Participants: 52
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 52 | $8.3M | $192,150 | $0 |
| 2023 | 51 | $7.8M | $423,264 | $0 |
| 2022 | 55 | $7.4M | $263,221 | $0 |