Plan Snapshot
- Plan Sponsor: Sunset Adventures Wealth Advisors
- Sponsor EIN: 331192897
- Sponsor Address: W6228 COMMUNICATION COURT, APPLETON, WI, 54914
- Plan Type: 401(k)
- 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 | $57,344 | $34,157 |
| 2024 | 4 | $1.0M | $56,981 | $31,605 |
| 2023 | 3 | $775,421 | $50,380 | $28,712 |
| 2022 | 2 | $599,961 | $48,687 | $33,426 |