Plan Snapshot
- Plan Sponsor: Redfield Financial Group, LLC
- Sponsor EIN: 383398400
- Sponsor Address: 4120 EAST BELTLINE AVE, GRAND RAPIDS, MI, 49525
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.8M
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 | 7 | $4.8M | $50,000 | $108,304 |
| 2023 | 7 | $4.1M | $50,000 | $92,071 |
| 2022 | 7 | $3.5M | $50,000 | $84,287 |