Plan Snapshot
- Plan Sponsor: 30 Point Strategies
- Sponsor EIN: 262335069
- Sponsor Address: 659 AUBURN AVE, ATLANTA, GA, 30312
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.9M
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. |
|---|
| 2023 | 13 | $3.9M | $111,069 | $338,955 |
| 2022 | 12 | $3.2M | $105,599 | $333,842 |