Plan Snapshot
- Plan Sponsor: Advanta Ira Services, LLC
- Sponsor EIN: 450513520
- Sponsor Address: 4790 140TH AVENUE NORTH, CLEARWATER, FL, 33762
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 43 | $2.7M | $122,098 | $254,075 |
| 2023 | 35 | $2.0M | $110,747 | $228,028 |
| 2022 | 29 | $1.5M | $73,776 | $174,823 |