# Aavin Equity Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/aavin-equity-advisors-llc-401k-plan

> Aavin Equity Advisors, LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aavin Equity Advisors, LLC

- **Sponsor EIN:** 421519229

- **Sponsor Address:** 1245 1ST AVE SE, CEDAR RAPIDS, IA, 52402

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

- **Total Participants:** 9

- **Total Assets:** $3.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|9|$3.5M|$154,999|$140,176|

| 2023|10|$3.0M|$143,880|$125,192|

| 2022|10|$2.4M|$139,255|$89,658|

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