Mayfair Advisory Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mayfair Advisory Group, LLC
  • Sponsor EIN: 842953346
  • Sponsor Address: 110 OFFICE PARK DRIVE, BIRMINGHAM, AL, 35223
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$1.6M$79,366$72,969
20234$1.3M$47,864$71,183
20224$959,646$44,199$64,861

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