# Advanced Equity Management, INC. DC Plan
Source: https://planprovider.pro/companies/advanced-equity-management-inc-plan

> Advanced Equity Management, INC.'s DC plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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