Plan Snapshot
- Plan Sponsor: Aviso Financial LLC
- Sponsor EIN: 462775061
- Sponsor Address: 252 W SWAMP RD STE 28, DOYLESTOWN, PA, 189012466
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $1.1M
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 | 18 | $1.1M | $46,149 | $123,755 |
| 2023 | 17 | $784,416 | $47,530 | $123,646 |
| 2022 | 17 | $632,297 | $43,632 | $109,293 |