Plan Snapshot
- Plan Sponsor: Advisor360 (EIN 831740964)
- Plan Type: 401(k)
- Total Participants: 422
- Total Assets: $96.6M
- Sponsor State: MA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 422 | $96.6M | $3.0M | $7.9M |
| 2023 | 494 | $81.4M | $3.0M | $7.9M |
| 2022 | 454 | $59.8M | $2.8M | $6.6M |
Service Providers
- RSM US LLP — Accountant / Independent Qualified Public Accountant