Plan Snapshot
- Plan Sponsor: Accruepartners, INC.
- Sponsor EIN: 450466334
- Sponsor Address: 800 WESTMERE AVE STE 100, CHARLOTTE, NC, 28208
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 58
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 58 | $4.3M | $0 | $0 |
| 2024 | 49 | $3.6M | $208,755 | $375,609 |
| 2023 | 53 | $3.3M | $227,127 | $507,000 |
| 2022 | 45 | $2.4M | $162,440 | $342,270 |
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