Plan Snapshot
- Plan Sponsor: Dynasty Advisors LLC
- Sponsor EIN: 202133664
- Sponsor Address: 303 WEST MAIN STREET, FREEHOLD, NJ, 07728
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 20 | $2.9M | $0 | $196,965 |
| 2023 | 21 | $2.2M | $0 | $174,311 |
| 2022 | 20 | $1.5M | $0 | $165,916 |