Plan Snapshot
- Plan Sponsor: First Management, INC.
- Sponsor EIN: 481097661
- Sponsor Address: PO BOX 1797, LAWRENCE, KS, 66044
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 48 | $2.3M | $60,830 | $116,686 |
| 2023 | 60 | $1.9M | $64,365 | $108,232 |
| 2022 | 53 | $1.9M | $58,123 | $92,193 |