Plan Snapshot
- Plan Sponsor: Financial Vision Advisory Services LLC
- Sponsor EIN: 030467012
- Sponsor Address: 55 HARTLAND ST STE 402, EAST HARTFORD, CT, 061083244
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $745,017
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4 | $745,017 | $0 | $0 |
| 2024 | 4 | $566,934 | $13,656 | $35,561 |
| 2023 | 3 | $426,168 | $16,489 | $35,084 |
| 2022 | 3 | $322,559 | $12,817 | $31,078 |