Plan Snapshot
- Plan Sponsor: Kirkland Financial, LLC
- Sponsor EIN: 200424354
- Sponsor Address: 3000 BUSINESS PARK CIRCLE, STE 500, GOODLETTSVILLE, TN, 37072
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 21 | $2.7M | $68,856 | $137,633 |
| 2024 | 17 | $3.2M | $73,788 | $151,851 |
| 2023 | 17 | $2.6M | $67,939 | $137,170 |
| 2022 | 17 | $2.0M | $64,221 | $125,228 |