Plan Snapshot
- Plan Sponsor: Abacus Wealth Partners, LLC
- Sponsor EIN: 651193184
- Sponsor Address: 429 SANTA MONICA BLVD., SANTA MONICA, CA, 90401
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 69 | $15.5M | $432,011 | $1.0M |
| 2023 | 78 | $15.7M | $422,837 | $1.0M |
| 2022 | 75 | $13.3M | $393,871 | $908,782 |