Plan Snapshot
- Plan Sponsor: Acacia Capital, LLC
- Sponsor EIN: 943307073
- Sponsor Address: 2398 EAST CAMELBACK ROAD, PHOENIX, AZ, 85016
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $16.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 19 | $16.9M | $5,175 | $509,315 |
| 2023 | 18 | $14.4M | $4,059 | $508,086 |
| 2022 | 18 | $12.0M | $8,581 | $466,413 |