Plan Snapshot
- Plan Sponsor: Fiduciaryvest, LLC
- Sponsor EIN: 202217636
- Sponsor Address: 5600 ROSWELL ROAD BUILDING C, SANDY SPRINGS, GA, 30342
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.5M
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 | 7 | $2.5M | $27,986 | $80,075 |
| 2023 | 6 | $2.2M | $26,508 | $75,397 |
| 2022 | 13 | $1.8M | $30,250 | $74,334 |