ADVISORYCLOUD, INC. 401(K) PLAN

Plan Contact

  • Address: 369-B THIRD STREET, #301,SAN RAFAEL,CA
  • Contact person: SUNNY LANGE
  • Phone: (415) 453-5780

Plan General Information

ADVISORYCLOUD, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of ADVISORYCLOUD, INC. 401(K) PLAN is $401,325.00.This plan was established in 2018.

ADVISORYCLOUD, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in ADVISORYCLOUD, INC. 401(K) PLAN is 38

ADVISORYCLOUD, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for ADVISORYCLOUD, INC. 401(K) PLAN is $10,561.00

ADVISORYCLOUD, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for ADVISORYCLOUD, INC. 401(K) PLAN is $3,144.00.

ADVISORYCLOUD, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of ADVISORYCLOUD, INC. 401(K) PLAN is 0.03%.

Enrollment Features

ADVISORYCLOUD, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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