# Halcyon Advisory Group Pdx, INC. DC Plan
Source: https://planprovider.pro/companies/halcyon-advisory-group-pdx-inc-plan

> Halcyon Advisory Group Pdx, INC.'s DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Halcyon Advisory Group Pdx, INC.

- **Sponsor EIN:** 920762717

- **Sponsor Address:** 7110 SW FIR LOOP, TIGARD, OR, 97223

- **Plan Type:** DC

- **Total Participants:** 2

- **Total Assets:** $137,610

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$137,610|$0|$0|

| 2023|2|$98,297|$0|$0|

| 2022|2|$454,079|$0|$0|

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