Plan Snapshot
- Plan Sponsor: Aurgroup Financial Credit Union, INC.
- Sponsor EIN: 313040371
- Sponsor Address: 8811 HOLDEN BOULEVARD, FAIRFIELD, OH, 45014
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 51 | $7.2M | $135,019 | $245,331 |
| 2023 | 51 | $7.0M | $130,930 | $245,132 |
| 2022 | 49 | $6.0M | $146,574 | $242,086 |