Ak Financial And Insurance Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Ak Financial And Insurance Services, INC.
  • Sponsor EIN: 934800872
  • Sponsor Address: 6 VENTURE, SUITE 390, IRVINE, CA, 92618
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$2.6M$0$10,200
20243$2.3M$0$9,600

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