# Ais Portfolio Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/ais-portfolio-services-llc-401k-plan

> Ais Portfolio Services LLC's 401(k) plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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