Fant & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fant & Associates, INC.
  • Sponsor EIN: 853799717
  • Sponsor Address: 4914 APPALOOSA TRAIL, BIRMINGHAM, AL, 35242
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $373,327

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$373,327$0$0
20233$317,327$0$0
20224$218,356$0$0

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