Plan Snapshot
- Plan Sponsor: Bill Few Financial Group, INC.
- Sponsor EIN: 251891057
- Sponsor Address: 2100 GEORGETOWN DRIVE, SEWICKLEY, PA, 15143
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 35
- Total Assets: $14.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 35 | $14.9M | $0 | $0 |
| 2024 | 32 | $8.3M | $850,034 | $0 |
| 2023 | 33 | $2.1M | $844,790 | $0 |
| 2022 | 34 | $1.6M | $843,174 | $0 |