Plan Snapshot
- Plan Sponsor: Vlp Financial Advisors
- Sponsor EIN: 541807668
- Sponsor Address: 8391 OLD COURTHOUSE RD, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $11.2M
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 | 19 | $11.2M | $282,047 | $350,348 |
| 2023 | 19 | $9.1M | $212,665 | $326,291 |
| 2022 | 15 | $6.9M | $184,158 | $271,469 |