Plan Snapshot
- Plan Sponsor: Friendly Advisor, INC.
- Sponsor EIN: 833499591
- Sponsor Address: 1604 INDUSTRY DR STE 102, BASTROP, TX, 78602
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $693,585
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $693,585 | $0 | $0 |
| 2024 | 1 | $632,921 | $0 | $0 |
| 2023 | 2 | $1.5M | $0 | $0 |
| 2022 | 2 | $415,491 | $0 | $0 |