# Advanced Asset Management Advisors, INC. DC Plan
Source: https://planprovider.pro/companies/advanced-asset-management-advisors-inc-plan

> Advanced Asset Management Advisors, INC.'s DC plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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