Above Grade Engineering, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Above Grade Engineering, INC.
  • Sponsor EIN: 201731091
  • Sponsor Address: 245 HIGUERA STREET, SAN LUIS OBISPO, CA, 93401
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $1.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$1.8M$45,948$110,834
202314$1.5M$50,221$115,889
202212$1.3M$37,846$91,365

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