# Advo(K)Ate Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/advo-k-ate-advisors-llc-plan

> Advo(K)Ate Advisors, LLC's 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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