# Mission Wealth Management, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/mission-wealth-management-l-p-401k-plan

> Mission Wealth Management, L.P.'s 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mission Wealth Management, L.P.

- **Sponsor EIN:** 823762916

- **Sponsor Address:** 1111 CHAPALA STREET, SANTA BARBARA, CA, 93101

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

- **Total Participants:** 135

- **Total Assets:** $23.4M

## 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|135|$23.4M|$1.3M|$1.6M|

| 2023|106|$18.1M|$1.1M|$1.4M|

| 2022|87|$13.1M|$803,917|$1.1M|

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