Plan Snapshot
- Plan Sponsor: Advo(K)Ate Advisors, LLC
- Sponsor EIN: 882371084
- Sponsor Address: 6801 CAHABA VALLEY ROAD, SUITE 206, BIRMINGHAM, AL, 352229609
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $3.0M | $149,588 | $106,426 |
| 2023 | 9 | $2.2M | $85,368 | $106,871 |
| 2022 | 10 | $540,297 | $13,528 | $23,686 |