Plan Snapshot
- Plan Sponsor: Rule 1 Investing
- Sponsor EIN: 263514335
- Sponsor Address: 1539 BEAR CREEK RD., MORELAND, GA, 30259
- Plan Type: DB
- Total Participants: 9
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $2.2M | $287,621 | $0 |
| 2023 | 6 | $3.8M | $360,001 | $0 |
| 2022 | 7 | $3.3M | $373,800 | $0 |