Plan Snapshot
- Plan Sponsor: Advanced Asset Management Advisors, INC.
- Sponsor EIN: 311626750
- Sponsor Address: 4995 BRADENTON AVE STE 210, DUBLIN, OH, 430173552
- Plan Type: DC
- Total Participants: 7
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $3.4M | $79,992 | $90,426 |
| 2023 | 7 | $3.0M | $75,537 | $86,557 |
| 2022 | 7 | $2.7M | $81,613 | $51,137 |