Plan Snapshot
- Plan Sponsor: Affiance Financial, LLC
- Sponsor EIN: 411991971
- Sponsor Address: 600 HIGHWAY 169 SOUTH, SUITE 1750, ST. LOUIS PARK, MN, 55426
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $13.2M
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. |
|---|
| 2024 | 22 | $13.2M | $303,336 | $229,502 |
| 2023 | 22 | $11.3M | $267,012 | $201,783 |
| 2022 | 21 | $9.4M | $284,969 | $234,888 |