Plan Snapshot
- Plan Sponsor: Advisors Management Group, INC.
- Sponsor EIN: 411619602
- Sponsor Address: 505 KING STREET, LACROSSE, WI, 54601
- Plan Type: DC
- Total Participants: 26
- Total Assets: $1.8M
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 | 26 | $1.8M | $2,229 | $0 |
| 2023 | 26 | $1.5M | $6,463 | $0 |
| 2022 | 24 | $1.4M | $0 | $0 |