# Ak Financial And Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ak-financial-group-934800872-001

> Ak Financial And Insurance Services, INC.&#39;s 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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)

- **Plan Number:** 001

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|4|$2.6M|$0|$0|

| 2024|3|$2.3M|$0|$9,600|

## Similar Plans

- [Franklin Resources, INC.](https://planprovider.pro/companies/franklin-resources-inc-401k-plan) — 6,876 participants

- [Pantheon Freedom, INC.](https://planprovider.pro/companies/pantheon-freedom-inc-401k-plan) — 2,400 participants

- [Edelman Financial Engines, LLC](https://planprovider.pro/companies/edelman-financial-engines-llc-401k-plan) — 2,396 participants

- [Allianz Asset Management Of America LLC](https://planprovider.pro/companies/allianz-asset-management-of-america-llc-401k-plan) — 2,228 participants

- [Cerity Partners Management LLC](https://planprovider.pro/companies/cerity-partners-management-llc-plan-001) — 1,579 participants

- [Assetmark Financial Holdings, INC.](https://planprovider.pro/companies/assetmark-financial-holdings-inc-401k-plan) — 1,024 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ak-financial-group-934800872-001)

&copy; 2026 PlanProvider.Pro
