# Appomattox Advisory, INC. 401(k) Plan
Source: https://planprovider.pro/companies/appomattox-advisory-inc-401k-plan

> Appomattox Advisory, INC.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Appomattox Advisory, INC.

- **Sponsor EIN:** 830457087

- **Sponsor Address:** 551 FIFTH AVENUE, 26THFLOOR, NEW YORK, NY, 10176

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $1.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$1.8M|$0|$0|

| 2023|6|$2.4M|$16,312|$50,000|

| 2022|9|$2.3M|$35,551|$87,000|

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