Plan Snapshot
- Plan Sponsor: Flourish Advisory, INC.
- Sponsor EIN: 851231255
- Sponsor Address: 6597 GRANDE ORCHID WAY, DELRAY BEACH, FL, 33446
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $217,297
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $217,297 | $2,192 | $23,000 |
| 2023 | 2 | $164,451 | $7,500 | $22,500 |