# Abacus Wealth Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/abacus-wealth-partners-llc-401k-plan

> Abacus Wealth Partners, LLC's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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