# Inverso & Stewart, LLC 401(k) Plan
Source: https://planprovider.pro/companies/inverso-stewart-llc-401k-plan

> Inverso & Stewart, LLC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Inverso & Stewart, LLC

- **Sponsor EIN:** 222927045

- **Sponsor Address:** 651 ROUTE 73 NORTH, SUITE 402, MARLTON, NJ, 080533406

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

- **Total Participants:** 5

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|5|$1.9M|$15,702|$31,736|

| 2023|4|$1.5M|$16,641|$43,051|

| 2022|5|$1.2M|$17,640|$46,219|

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