# Primary Financial Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/primary-financial-company-llc-401k-plan

> Primary Financial Company LLC's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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