Plan Snapshot
- Plan Sponsor: Advisorycloud, INC.
- Sponsor EIN: 461449161
- Sponsor Address: 369-B THIRD STREET, #301, SAN RAFAEL, CA, 94901
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $522,357
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 15 | $522,357 | $7,492 | $71,207 |
| 2023 | 18 | $495,883 | $11,784 | $61,677 |
| 2022 | 19 | $438,387 | $0 | $70,029 |