Plan Snapshot
- Plan Sponsor: Elite Wealth Advisors LLC
- Sponsor EIN: 464243494
- Sponsor Address: 5391 LAKEWOOD RANCH BLVD N STE 303, LAKEWOOD RANCH, FL, 342408625
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1,747
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. |
|---|
| 2025 | 2 | $1,747 | $700 | $720 |
| 2024 | 2 | $727 | $80 | $700 |
| 2023 | 2 | $0 | $0 | $0 |