Plan Snapshot
- Plan Sponsor: Hudson Financial Advisors, INC.
- Sponsor EIN: 341824539
- Sponsor Address: 10034 WELLMAN RD., STREETSBORO, OH, 44241
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $5.6M
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 | 5 | $5.6M | $42,464 | $92,940 |
| 2023 | 6 | $4.9M | $40,082 | $93,748 |
| 2022 | 5 | $4.1M | $37,213 | $85,271 |