# Priority Financial Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/priority-financial-group-llc-401k-plan

> Priority Financial Group, LLC&#39;s 401(k) plan: 49 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Dew Holdings, INC.](https://planprovider.pro/companies/dew-holdings-inc-401k-plan) — 39 participants

- [Sssong Investment Corp. Dba Catalina Mechanical Contracting](https://planprovider.pro/companies/sssong-investment-corp-dba-catalina-mechanical-contracting-401k-plan) — 37 participants

- [Community Investment Corporation](https://planprovider.pro/companies/community-investment-corporation-401k-plan-001-7146) — 15 participants

- [Vantage Retirement Plans, LLC](https://planprovider.pro/companies/vantage-retirement-plans-llc-plan) — 12 participants

- [Sterling Investment Management, LLC](https://planprovider.pro/companies/sterling-investment-management-llc-401k-plan) — 11 participants

- [Trinity Capital INC.](https://planprovider.pro/companies/trinity-capital-inc-401k-plan) — 88 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/priority-financial-group-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
