# Advisorycloud, INC. 401(k) Plan
Source: https://planprovider.pro/companies/advisorycloud-inc-401k-plan

> Advisorycloud, INC.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Rogers Family Office, LLC](https://planprovider.pro/companies/rogers-family-office-llc-401k-plan) — 15 participants

- [Findec, INC.](https://planprovider.pro/companies/findec-inc-401k-plan) — 15 participants

- [Naderi Engineering, INC.](https://planprovider.pro/companies/naderi-engineering-inc-401k-plan) — 15 participants

- [Xsight Labs, INC.](https://planprovider.pro/companies/xsight-labs-inc-401k-plan) — 15 participants

- [Klaris, Thomson & Schroeder, INC.](https://planprovider.pro/companies/klaris-thomson-schroeder-inc-401k-plan) — 16 participants

- [Ayla Networks, INC](https://planprovider.pro/companies/ayla-networks-inc-plan) — 14 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/advisorycloud-inc-401k-plan)

© 2026 PlanProvider.Pro