Plan Snapshot
- Plan Sponsor: The Financial Advisory Group, INC.
- Sponsor EIN: 760536640
- Sponsor Address: 5599 SAN FELIPE, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $6.0M
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. |
|---|
| 2023 | 18 | $6.0M | $72,599 | $176,623 |
| 2022 | 17 | $5.4M | $59,460 | $168,938 |