Plan Snapshot
- Plan Sponsor: Akg Financial, LLC
- Sponsor EIN: 871082061
- Sponsor Address: 1312 RUBY LEA LN, FT. WORTH, TX, 76179
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $956,474
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 | 3 | $956,474 | $7,294 | $24,667 |
| 2023 | 3 | $803,808 | $9,606 | $17,409 |
| 2022 | 3 | $680,453 | $7,863 | $4,740 |