Plan Snapshot
- Plan Sponsor: Signature Wealth Management Gr
- Sponsor EIN: 814072378
- Sponsor Address: 3625 CUMBERLAND BLVD SE STE 1485, ATLANTA, GA, 303396427
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $2.1M | $189,656 | $105,363 |
| 2024 | 8 | $5.3M | $136,660 | $105,006 |
| 2023 | 9 | $4.4M | $123,216 | $105,439 |
| 2022 | 9 | $3.2M | $38,688 | $99,164 |