Plan Snapshot
- Plan Sponsor: Ais Portfolio Services LLC
- Sponsor EIN: 455328748
- Sponsor Address: 5847 SAN FELIPE STE 1200, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 38 | $5.4M | $184,312 | $452,512 |
| 2023 | 40 | $4.2M | $156,952 | $398,341 |
| 2022 | 39 | $3.5M | $114,240 | $316,128 |