Plan Snapshot
- Plan Sponsor: Albion Financial Group
- Sponsor EIN: 870392058
- Sponsor Address: 812 EAST 2100 SOUTH, SALT LAKE CITY, UT, 84106
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 43
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 43 | $15.8M | $0 | $0 |
| 2024 | 25 | $14.5M | $400,000 | $296,411 |
| 2023 | 30 | $11.5M | $304,385 | $322,522 |
| 2022 | 29 | $8.7M | $269,667 | $299,650 |