Plan Snapshot
- Plan Sponsor: Mycio Wealth Partners LLC
- Sponsor EIN: 202611371
- Sponsor Address: 2929 WALNUT STREET, SUITE 1200, PHILADELPHIA, PA, 19104
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 96 | $19.1M | $752,288 | $654,042 |
| 2023 | 64 | $15.7M | $759,808 | $633,439 |
| 2022 | 59 | $12.0M | $568,626 | $581,712 |