# Advisor360 401(k) Plan
Source: https://planprovider.pro/companies/advisor360-401k-plan

> Advisor360's 401(k) plan: 422 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

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