# Friendly Advisor, INC. 401(k) Plan
Source: https://planprovider.pro/companies/friendly-advisor-inc-833499591-001

> Friendly Advisor, INC.'s 401(k) plan: 1 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Friendly Advisor, INC.

- **Sponsor EIN:** 833499591

- **Sponsor Address:** 1604 INDUSTRY DR STE 102, BASTROP, TX, 78602

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

- **Plan Number:** 001

- **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|

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