# Financial Vision Advisory Serv 401(k) Plan
Source: https://planprovider.pro/companies/financial-vision-advisory-serv-401k-plan

> Financial Vision Advisory Serv&#39;s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Financial Vision Advisory Serv

- **Sponsor EIN:** 030467012

- **Sponsor Address:** 55 HARTLAND STREET, EAST HARTFORD, CT, 061088304

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

- **Total Participants:** 4

- **Total Assets:** $566,934

## 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.|

| 2024|4|$566,934|$13,656|$35,561|

| 2023|3|$426,168|$16,489|$35,084|

| 2022|3|$322,559|$12,817|$31,078|

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