Populus Financial Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Populus Financial Group, INC. (EIN 752142963)
  • Plan Type: 401(k)
  • Total Participants: 1,877
  • Total Assets: $47.5M
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,877$47.5M$975,970$4.3M
20231,894$43.0M$956,037$4.3M
20222,007$37.8M$1.0M$4.4M

Service Providers

  • GRANT THORNTON LLP — Accountant / Independent Qualified Public Accountant ($28,090)

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