Plan Snapshot
- Plan Sponsor: The Family Office, LLC
- Sponsor EIN: 621745213
- Sponsor Address: 333 11TH AVE S STE 500, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $11.5M | $336,476 | $402,523 |
| 2023 | 17 | $8.6M | $352,525 | $386,531 |
| 2022 | 18 | $6.7M | $401,393 | $355,556 |