Plan Snapshot
- Plan Sponsor: Advanced Equity Management, INC.
- Sponsor EIN: 931444594
- Sponsor Address: 6828 LA PASEO ST., HOUSTON, TX, 77087
- Plan Type: DC
- Total Participants: 21
- Total Assets: $312,959
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $312,959 | $0 | $0 |
| 2023 | 25 | $142,796 | $0 | $0 |
| 2022 | 22 | $20,000 | $20,000 | $0 |