Plan Snapshot
- Plan Sponsor: Stoltz Financial Partners, LLC
- Sponsor EIN: 861158412
- Sponsor Address: 8390 E. VIA DE VENTURA, SCOTTSDALE, AZ, 85258
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $388,835
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 | 5 | $388,835 | $2,246 | $46,917 |
| 2023 | 5 | $369,950 | $6,973 | $62,161 |
| 2022 | 4 | $298,697 | $7,213 | $56,453 |