Ivy League Financial Advisors, LLC DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ivy League Financial Advisors, LLC
  • Sponsor EIN: 731715946
  • Sponsor Address: 11 N. WASHINGTON ST., SUITE 250, ROCKVILLE, MD, 20850
  • Plan Type: DB
  • Total Participants: 4
  • Total Assets: $856,180

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$856,180$0$0
20234$828,432$0$0
20224$777,871$0$0

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