# Albion Financial Group DC Plan
Source: https://planprovider.pro/companies/albion-financial-group-plan

> Albion Financial Group's DC plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Albion Financial Group

- **Sponsor EIN:** 870392058

- **Sponsor Address:** 812 EAST 2100 SOUTH, SALT LAKE CITY, UT, 84106

- **Plan Type:** DC

- **Total Participants:** 25

- **Total Assets:** $14.5M

## 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.|

| 2024|25|$14.5M|$400,000|$296,411|

| 2023|30|$11.5M|$304,385|$322,522|

| 2022|29|$8.7M|$269,667|$299,650|

## Similar Plans

- [Sepio Capital LP](https://planprovider.pro/companies/sepio-capital-lp-401k-plan) — 28 participants

- [Ailsa Capital Management, INC](https://planprovider.pro/companies/ailsa-capital-management-inc-plan-003) — 5 participants

- [Gary Hicks](https://planprovider.pro/companies/gary-hicks-401k-plan) — 4 participants

- [Guruprasad Srihari](https://planprovider.pro/companies/guruprasad-srihari-plan-022-0000) — 4 participants

- [Easter Jet Investments LLC](https://planprovider.pro/companies/easter-jet-investments-llc-plan) — 2 participants

- [Home Ticket Ventures, INC.](https://planprovider.pro/companies/home-ticket-ventures-inc-401k-plan) — 2 participants

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

© 2026 PlanProvider.Pro