Plan Snapshot
- Plan Sponsor: The Estate Planners Group LLC
- Sponsor EIN: 800033299
- Sponsor Address: 37 S DELAWARE AVE STE 1, YARDLEY, PA, 190671637
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $690,349
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 7 | $690,349 | $65,277 | $123,411 |
| 2023 | 7 | $629,079 | $68,921 | $96,628 |
| 2022 | 7 | $425,993 | $58,990 | $88,893 |