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

> Redfield Financial Group, LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Aprill Agency, INC.](https://planprovider.pro/companies/aprill-agency-inc-plan) — 7 participants

- [Walker Agency Of Michigan, INC.](https://planprovider.pro/companies/walker-agency-of-michigan-inc-401k-plan) — 6 participants

- [Cornerstone Benefits Plans, INC.](https://planprovider.pro/companies/cornerstone-benefits-plans-inc-401k-plan) — 6 participants

- [First Financial Advisors, INC.](https://planprovider.pro/companies/first-financial-advisors-inc-401k-plan) — 6 participants

- [John T Kennedy Insurance Agenc](https://planprovider.pro/companies/john-t-kennedy-insurance-agenc-401k-plan) — 6 participants

- [Cornerstone Benefits, LLC](https://planprovider.pro/companies/cornerstone-benefits-llc-401k-plan) — 6 participants

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

© 2026 PlanProvider.Pro