# Aviso Financial LLC 401(k) Plan
Source: https://planprovider.pro/companies/aviso-financial-llc-401k-plan

> Aviso Financial LLC's 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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