Plan Snapshot
- Plan Sponsor: Viewtrade Securities, INC.
- Sponsor EIN: 134122207
- Sponsor Address: 7280 W PALMETTO PARK ROAD, BOCA RATON, FL, 33433
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $15.7M
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 | 60 | $15.7M | $357,809 | $999,265 |
| 2023 | 62 | $12.2M | $245,042 | $727,143 |
| 2022 | 66 | $9.4M | $578,497 | $830,683 |