# Truwealth Advisors LLC 401(k) Plan
Source: https://planprovider.pro/companies/truwealth-advisors-llc-401k-plan

> Truwealth Advisors LLC's 401(k) plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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