# Exencial Wealth Advisors 401(k) Plan
Source: https://planprovider.pro/companies/exencial-wealth-advisors-401k-plan

> Exencial Wealth Advisors's 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Exencial Wealth Advisors

- **Sponsor EIN:** 473558396

- **Sponsor Address:** 9108 N KELLEY AVE, OKLAHOMA CITY, OK, 73131

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

- **Total Participants:** 115

- **Total Assets:** $7.9M

## 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.|

| 2024|115|$7.9M|$462,902|$1.3M|

| 2023|126|$5.8M|$415,578|$1.1M|

| 2022|116|$3.7M|$417,791|$1.1M|

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