Plan Snapshot
- Plan Sponsor: Aor Direct, LLC
- Sponsor EIN: 261633380
- Sponsor Address: 16420 N. 92ND STREET, SUITE 120, SCOTTSDALE, AZ, 85260
- Plan Type: DC
- Total Participants: 3
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | $2.5M | $11,571 | $28,800 |
| 2023 | 3 | $2.3M | $55,760 | $44,640 |
| 2022 | 4 | $2.4M | $50,000 | $51,300 |