Plan Snapshot
- Plan Sponsor: Wtg & Co. LP
- Sponsor EIN: 133507601
- Sponsor Address: 499 PARK AVENUE, NEW YORK, NY, 10022
- Plan Type: DC
- Total Participants: 6
- Total Assets: $3.6M
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 | 6 | $3.6M | $31,212 | $114,500 |
| 2023 | 5 | $3.1M | $29,814 | $149,752 |
| 2022 | 6 | $2.8M | $74,092 | $113,656 |