# First Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/first-management-inc-401k-plan

> First Management, INC.'s 401(k) plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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