Plan Snapshot
- Plan Sponsor: Account Acumen LLC
- Sponsor EIN: 820830865
- Sponsor Address: 1548 BOND ST STE 105, NAPERVILLE, IL, 605636509
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $10,487
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 11 | $10,487 | $0 | $0 |
| 2024 | 5 | $9,315 | $0 | $1,142 |
| 2023 | 6 | $11,586 | $0 | $1,622 |
| 2022 | 12 | $16,789 | $0 | $9,777 |
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