Plan Snapshot
- Plan Sponsor: Ace Wealth Managers, INC.
- Sponsor EIN: 990529855
- Sponsor Address: 7219 HIGHLAND ROAD, SANTA FE, TX, 77517
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $159,908
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $159,908 | $0 | $80 |
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