Plan Snapshot
- Plan Sponsor: Acumen Learning LLC
- Sponsor EIN: 223886512
- Sponsor Address: 240 N OREM BLVD, OREM, UT, 840576601
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 22 | $7.3M | $177,911 | $367,290 |
| 2023 | 20 | $5.7M | $174,985 | $290,626 |
| 2022 | 20 | $4.4M | $164,227 | $303,246 |