Plan Snapshot
- Plan Sponsor: The Perspective Group, LLC
- Sponsor EIN: 455254009
- Sponsor Address: 900 MASSACHUSETTS STREET STE 602, LAWRENCE, KS, 66044
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.7M | $103,373 | $108,660 |
| 2023 | 5 | $2.1M | $76,486 | $90,192 |
| 2022 | 5 | $1.4M | $65,480 | $73,999 |