Plan Snapshot
- Plan Sponsor: Truwealth Advisors LLC
- Sponsor EIN: 852031261
- Sponsor Address: 2700 LAKE VILLA DRIVE STE 200, METAIRIE, LA, 70002
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 30 | $3.9M | $135,175 | $435,963 |
| 2023 | 28 | $2.6M | $119,215 | $380,651 |
| 2022 | 25 | $1.6M | $81,871 | $275,697 |