Plan Snapshot
- Plan Sponsor: Primary Financial Company LLC
- Sponsor EIN: 311682720
- Sponsor Address: 6640 RIVERSIDE DRIVE, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 14 | $9.0M | $182,292 | $170,639 |
| 2023 | 13 | $7.9M | $174,622 | $159,092 |
| 2022 | 11 | $6.5M | $157,685 | $143,645 |