# Longview Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/longview-wealth-management-inc-401k-plan

> Longview Wealth Management, INC.'s 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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