Erhardt Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Erhardt Group, LLC
  • Sponsor EIN: 463142310
  • Sponsor Address: 514 HUNT CLUB RD, BLANCHARD, OK, 73010
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $481,469

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$481,469$5,844$13,614
20233$423,744$5,813$13,631
20223$363,539$6,217$14,761

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