Plan Snapshot
- Plan Sponsor: Alm First Group, LLC
- Sponsor EIN: 832434870
- Sponsor Address: 3800 MAPLE AVENUE, SUITE 600, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $18.7M
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 | 144 | $18.7M | $774,797 | $1.4M |
| 2023 | 126 | $13.5M | $606,214 | $1.2M |
| 2022 | 112 | $9.8M | $486,911 | $911,091 |