# Green Wealth Management Group 401(k) Plan
Source: https://planprovider.pro/companies/green-wealth-management-group-plan

> Green Wealth Management Group's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Green Wealth Management Group

- **Sponsor EIN:** 863322118

- **Sponsor Address:** 555 HERITAGE ROAD, SOUTHBURY, CT, 06488

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

- **Total Participants:** 9

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|9|$2.0M|$106,233|$111,619|

| 2023|7|$1.8M|$111,942|$94,646|

| 2022|7|$1.3M|$60,671|$79,593|

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