Plan Snapshot
- Plan Sponsor: The Parker Avery Group, LLC
- Sponsor EIN: 770679967
- Sponsor Address: 3225 SHALLOWFORD ROAD SUITE 310, MARIETTA, GA, 30062
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 24 | $5.6M | $270,205 | $426,707 |
| 2023 | 27 | $4.6M | $0 | $568,872 |
| 2022 | 30 | $3.5M | $246,371 | $486,709 |