Plan Snapshot
- Plan Sponsor: Longview Wealth Management, INC.
- Sponsor EIN: 581432011
- Sponsor Address: 5605 GLENRIDGE DRIVE, ATLANTA, GA, 30342
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 24 | $6.3M | $221,649 | $250,446 |
| 2023 | 24 | $5.3M | $164,738 | $256,906 |
| 2022 | 26 | $4.9M | $156,464 | $253,158 |