# Melone Private Wealth 401(k) Plan
Source: https://planprovider.pro/companies/melone-private-wealth-plan

> Melone Private Wealth's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Melone Private Wealth

- **Sponsor EIN:** 270210367

- **Sponsor Address:** 3121 UNIVERSITY DRIVE, SUITE 180, AUBURN HILLS, MI, 48326

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

- **Total Participants:** 4

- **Total Assets:** $578,061

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$578,061|$80,967|$52,975|

| 2023|4|$381,431|$75,815|$49,300|

| 2022|4|$2.2M|$70,273|$42,129|

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