# Flourish Advisory, INC. 401(k) Plan
Source: https://planprovider.pro/companies/flourish-advisory-inc-plan

> Flourish Advisory, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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