# Custom Wealth Solutions INC 401(k) Plan
Source: https://planprovider.pro/companies/custom-wealth-solutions-inc-401k-plan

> Custom Wealth Solutions INC's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Custom Wealth Solutions INC

- **Sponsor EIN:** 842049955

- **Sponsor Address:** 41081 ANN ARBOR RD E, PLYMOUTH, MI, 481704478

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

- **Total Participants:** 11

- **Total Assets:** $556,752

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|11|$556,752|$32,956|$84,095|

| 2023|8|$343,909|$20,070|$52,052|

| 2022|8|$220,015|$20,781|$57,786|

## Similar Plans

- [Tfg Advisers LLC](https://planprovider.pro/companies/tfg-advisers-llc-401k-plan) — 11 participants

- [National Multiple Services INC](https://planprovider.pro/companies/national-multiple-services-inc-401k-plan) — 14 participants

- [Accenz LLC](https://planprovider.pro/companies/accenz-llc-401k-plan) — 8 participants

- [Union Heritage Capital LLC](https://planprovider.pro/companies/union-heritage-capital-llc-401k-plan) — 7 participants

- [Ford-Uaw Offices Of The Umpire & Retirement Board](https://planprovider.pro/companies/ford-uaw-offices-of-the-umpire-retirement-board-401k-plan) — 7 participants

- [Adaptable Business Solutions, INC.](https://planprovider.pro/companies/adaptable-business-solutions-inc-401k-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/custom-wealth-solutions-inc-401k-plan)

© 2026 PlanProvider.Pro