Plan Snapshot
- Plan Sponsor: Gr Financial Group, LLC
- Sponsor EIN: 463703245
- Sponsor Address: 4556 E. CAMP LOWELL DR., TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 9 | $2.4M | $82,365 | $173,654 |
| 2023 | 8 | $2.0M | $80,494 | $186,332 |
| 2022 | 9 | $1.5M | $79,364 | $181,762 |