Etc Advisory, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Etc Advisory, INC.
  • Sponsor EIN: 863721456
  • Sponsor Address: 30 N. GOULD STREET, SHERIDAN, WY, 82801
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $533,893

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$533,893$47,583$24,500
20232$396,505$3,750$37,500
20222$284,495$21,396$40,500

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