Plan Snapshot
- Plan Sponsor: Nvwm, LLC D/B/A Ventura Wealth Management
- Sponsor EIN: 201813672
- Sponsor Address: 820 TOWNSHIP LINE ROAD, YARDLEY, PA, 19067
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 9 | $3.3M | $48,976 | $118,281 |
| 2023 | 8 | $2.7M | $40,905 | $106,001 |
| 2022 | 8 | $2.0M | $39,446 | $101,365 |