# Stoltz Financial Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/stoltz-financial-partners-llc-401k-plan

> Stoltz Financial Partners, LLC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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