# Hampton Vance Advisory, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hampton-vance-advisory-inc-461244737-001

> Hampton Vance Advisory, INC.'s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hampton Vance Advisory, INC.

- **Sponsor EIN:** 461244737

- **Sponsor Address:** 2603 COUNTRY CLUB RD, WINSTON SALEM, NC, 27104

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

- **Plan Number:** 001

- **Total Participants:** 1

- **Total Assets:** $2.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|1|$2.1M|$63,000|$0|

| 2023|1|$2.0M|$70,000|$0|

| 2022|1|$1.7M|$66,000|$0|

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