# Dynasty Advisors LLC 401(k) Plan
Source: https://planprovider.pro/companies/dynasty-advisors-llc-plan

> Dynasty Advisors LLC's 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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