Achievekids DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Achievekids
  • Sponsor EIN: 770412221
  • Sponsor Address: 3860 MIDDLEFIELD RD, PALO ALTO, CA, 943034716
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 151
  • Total Assets: $8.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023151$8.1M$103,900$250,055
2022117$7.1M$102,909$233,814

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