# Core Wealth Advisory 401(k) Plan
Source: https://planprovider.pro/companies/core-wealth-advisory-plan

> Core Wealth Advisory's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Core Wealth Advisory

- **Sponsor EIN:** 991236629

- **Sponsor Address:** MA

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

- **Total Participants:** 3

- **Total Assets:** $72,659

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|3|$72,659|$43,237|$29,000|

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