# Sunset Adventures Wealth Advisors 401(k) Plan
Source: https://planprovider.pro/companies/sunset-adventures-wealth-advisors-331192897-001

> Sunset Adventures Wealth Advisors's 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sunset Adventures Wealth Advisors

- **Sponsor EIN:** 331192897

- **Sponsor Address:** W6228 COMMUNICATION COURT, APPLETON, WI, 54914

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 4

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|4|$1.3M|$0|$0|

| 2024|4|$1.0M|$56,981|$31,605|

| 2023|3|$775,421|$50,380|$28,712|

| 2022|2|$599,961|$48,687|$33,426|

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