# Rudder Investment Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rudder-investment-group-inc-401k-plan

> Rudder Investment Group, INC.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rudder Investment Group, INC.

- **Sponsor EIN:** 455626727

- **Sponsor Address:** 6279 SE AMES WAY, HOBE SOUND, FL, 33455

- **Plan Type:** 401(k)

- **Total Participants:** 6

- **Total Assets:** $210,563

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6|$210,563|$2,356|$25,325|

| 2023|4|$151,584|$2,144|$25,200|

| 2022|7|$92,497|$2,123|$24,050|

| 2020|5|$115,759|$1,916|$16,535|

| 2019|7|$141,925|$2,142|$11,021|

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