# Nvwm, LLC D/B/A Ventura Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/nvwm-llc-d-b-a-ventura-wealth-management-401k-plan

> Nvwm, LLC D/B/A Ventura Wealth Management's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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