# Gavin & Dolliver Wealth Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gavin-dolliver-wealth-management-llc-plan

> Gavin & Dolliver Wealth Management, LLC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gavin & Dolliver Wealth Management, LLC

- **Sponsor EIN:** 471550630

- **Sponsor Address:** 2900 WESTCHESTER AVENUE, SUITE 300, PURCHASE, NY, 10577

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

- **Total Participants:** 6

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|6|$1.3M|$113,468|$61,681|

| 2023|8|$1.1M|$45,658|$48,716|

| 2022|8|$768,935|$93,723|$52,926|

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