Plan Snapshot
- Plan Sponsor: Priority Financial Group, LLC
- Sponsor EIN: 455280570
- Sponsor Address: 3200 N CENTRAL AVE., PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $8.5M
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 | 49 | $8.5M | $156,496 | $490,911 |
| 2023 | 48 | $6.7M | $204,809 | $490,429 |
| 2022 | 43 | $5.3M | $100,712 | $413,177 |