# Rule 1 Investing DB Plan
Source: https://planprovider.pro/companies/rule-1-investing-plan-001

> Rule 1 Investing's DB plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Jbl Holdings, INC](https://planprovider.pro/companies/jbl-holdings-inc-plan) — 3 participants

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