Plan Snapshot
- Plan Sponsor: Fullcircle Wealth LLC
- Sponsor EIN: 461544053
- Sponsor Address: 6950 TPC DRIVE, MCKINNEY, TX, 75070
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $133,992
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5 | $133,992 | $6,167 | $39,649 |
| 2023 | 6 | $83,323 | $624 | $39,083 |
| 2022 | 5 | $32,624 | $4,113 | $31,467 |