Plan Snapshot
- Plan Sponsor: Tricord Investment Group, INC.
- Sponsor EIN: 814550299
- Sponsor Address: 326 LEE CIRCLE, ST. CLAIR COUNTY, AL, 35054
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $343,102
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 0 | $343,102 | $0 | $495 |
| 2023 | 0 | $382,614 | $0 | $0 |
| 2022 | 0 | $433,378 | $0 | $78 |