Plan Snapshot
- Plan Sponsor: Elios Financial Group INC
- Sponsor EIN: 341777861
- Sponsor Address: 30700 CENTER RIDGE RD, WESTLAKE, OH, 441455197
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 6 | $1.3M | $47,518 | $101,258 |
| 2023 | 5 | $998,219 | $25,803 | $73,000 |
| 2022 | 5 | $894,376 | $44,766 | $75,581 |