# Flores And Fortin Planning Gro 401(k) Plan
Source: https://planprovider.pro/companies/flores-and-fortin-planning-gro-401k-plan

> Flores And Fortin Planning Gro's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Flores And Fortin Planning Gro

- **Sponsor EIN:** 834159705

- **Sponsor Address:** 8044 MONTGOMERY RD STE 450, CINCINNATI, OH, 452362925

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $37,103

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|4|$37,103|$12,980|$22,025|

## Similar Plans

- [Bensalem, INC.](https://planprovider.pro/companies/bensalem-inc-plan) — 5 participants

- [Impact Fitness INC.](https://planprovider.pro/companies/impact-fitness-inc-plan) — 3 participants

- [Soca Services LLC](https://planprovider.pro/companies/soca-services-llc-401k-plan) — 3 participants

- [Rex Wickline, INC.](https://planprovider.pro/companies/rex-wickline-inc-401k-plan) — 5 participants

- [Pfister Consulting, INC.](https://planprovider.pro/companies/pfister-consulting-inc-plan) — 3 participants

- [Close2holmes INC.](https://planprovider.pro/companies/close2holmes-inc-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/flores-and-fortin-planning-gro-401k-plan)

© 2026 PlanProvider.Pro