# The Financial Advisory Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-financial-advisory-group-inc-401k-plan

> The Financial Advisory Group, INC.'s 401(k) plan: 18 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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