Plan Snapshot
- Plan Sponsor: Avidian Wealth Solutions LLC
- Sponsor EIN: 061667250
- Sponsor Address: 800 TOWN AND COUNTRY BLVD,, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 50 | $6.9M | $308,083 | $729,248 |
| 2023 | 45 | $4.7M | $280,001 | $673,631 |
| 2022 | 53 | $4.9M | $271,431 | $568,949 |