# Advanta Ira Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/advanta-ira-services-llc-plan-001-3520

> Advanta Ira Services, LLC's 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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