Hudson Financial Advisors, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$5.6M$42,464$92,940
20236$4.9M$40,082$93,748
20225$4.1M$37,213$85,271

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