Plan Snapshot
- Plan Sponsor: Investment Research & Advisory Group, INC.
- Sponsor EIN: 581989031
- Sponsor Address: 1230 PEACHTREE STREET, SUITE 3800, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $5.9M
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 | 18 | $5.9M | $74,183 | $204,021 |
| 2023 | 16 | $5.5M | $72,348 | $184,822 |
| 2022 | 15 | $4.9M | $65,161 | $169,079 |