Plan Snapshot
- Plan Sponsor: Advancement Group INC
- Sponsor EIN: 731554767
- Sponsor Address: 7315 S LEWIS AVE, TULSA, OK, 741366829
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $743,503
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. |
|---|
| 2025 | 6 | $743,503 | $0 | $0 |
| 2024 | 7 | $584,370 | $14,108 | $69,014 |
| 2023 | 5 | $478,758 | $16,682 | $71,359 |
| 2022 | 6 | $342,283 | $15,189 | $65,078 |