# Fullcircle Wealth LLC 401(k) Plan
Source: https://planprovider.pro/companies/fullcircle-wealth-llc-401k-plan

> Fullcircle Wealth LLC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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