August Advisors, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: August Advisors, INC.
  • Sponsor EIN: 842048983
  • Sponsor Address: 4526 N SACRAMENTO, CHICAGO, IL, 60625
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $503,679

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$503,679$6,600$32,500
20241$377,550$43,490$30,500
20231$495,851$40,500$30,010
20221$432,047$38,500$27,000

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