Plan Snapshot
- Plan Sponsor: Pharos Capital Group, LLC
- Sponsor EIN: 320350568
- Sponsor Address: 5511 VIRGINIA WAY, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $13.8M
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 | 21 | $13.8M | $367,581 | $298,794 |
| 2023 | 19 | $11.1M | $377,935 | $326,166 |
| 2022 | 17 | $8.7M | $421,580 | $242,799 |