Plan Snapshot
- Plan Sponsor: American Financial Services Association
- Sponsor EIN: 530025360
- Sponsor Address: 1750 H STREET NW SUITE 650, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 22 | $10.6M | $292,658 | $341,264 |
| 2023 | 21 | $9.7M | $347,902 | $402,884 |
| 2022 | 23 | $8.1M | $348,956 | $272,795 |