# Cypress Wealth Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/cypress-wealth-services-llc-401k-plan

> Cypress Wealth Services LLC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cypress Wealth Services LLC

- **Sponsor EIN:** 822079022

- **Sponsor Address:** 74150 COUNTRY CLUB DR, PALM DESERT, CA, 922601655

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

- **Total Participants:** 4

- **Total Assets:** $423,186

## 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|4|$423,186|$13,223|$38,397|

| 2023|5|$311,082|$11,797|$36,181|

| 2022|8|$218,456|$8,456|$31,613|

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