Plan Snapshot
- Plan Sponsor: Avalon Capital Group Ii, LLC
- Sponsor EIN: 814598761
- Sponsor Address: PO BOX 1397, NORTH SIOUX CITY, SD, 57049
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $15.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 65 | $15.7M | $501,737 | $816,142 |
| 2023 | 53 | $12.8M | $435,078 | $707,737 |
| 2022 | 50 | $11.3M | $370,525 | $570,928 |