Plan Snapshot
- Plan Sponsor: M25 Advisors, LLC
- Sponsor EIN: 760689539
- Sponsor Address: 340 MILLER STREET SE, SALEM, OR, 97302
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.2M
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. |
|---|
| 2023 | 5 | $1.2M | $15,267 | $74,948 |
| 2022 | 5 | $937,286 | $17,239 | $62,778 |