Aycock, Miles, & Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Aycock, Miles, & Associates
  • Sponsor EIN: 870514498
  • Sponsor Address: 58 EAST 100 NORTH 83-13, ROOSEVELT, UT, 84066
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $2.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$2.4M$19,276$38,271
20235$1.8M$15,941$33,142
20225$1.9M$16,659$34,417

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