# Efs Advisors 401(k) Plan
Source: https://planprovider.pro/companies/efs-advisors-401k-plan

> Efs Advisors&#39;s 401(k) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Efs Advisors

- **Sponsor EIN:** 411910233

- **Sponsor Address:** 1995 E. RUM RIVER DR. S., CAMBRIDGE, MN, 55008

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

- **Total Participants:** 46

- **Total Assets:** $1.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|46|$1.8M|$76,537|$176,734|

| 2023|39|$1.6M|$67,145|$151,496|

| 2022|40|$1.2M|$60,182|$157,517|

## Similar Plans

- [Proterra Investment Partners LP](https://planprovider.pro/companies/proterra-investment-partners-lp-401k-plan) — 45 participants

- [Riverbridge Partners, LLC](https://planprovider.pro/companies/riverbridge-partners-llc-401k-plan) — 47 participants

- [Whitebox Advisors, LLC](https://planprovider.pro/companies/whitebox-advisors-llc-plan-001) — 57 participants

- [Pine River Domestic Management L.P.](https://planprovider.pro/companies/pine-river-domestic-management-l-p-401k-plan) — 32 participants

- [Stevens, Foster Financial Services, INC.](https://planprovider.pro/companies/stevens-foster-financial-services-inc-401k-plan) — 19 participants

- [Ehlers And Associates, INC.](https://planprovider.pro/companies/ehlers-and-associates-inc-plan-002) — 74 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/efs-advisors-401k-plan)

&copy; 2026 PlanProvider.Pro
