Plan Snapshot
- Plan Sponsor: Truvvo Wealth Management LP
- Sponsor EIN: 204238718
- Sponsor Address: 1407 BROADWAY, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|
| 2023 | 0 | $0 | $114,190 | $206,977 |
| 2022 | 27 | $8.3M | $208,589 | $382,071 |