Plan Snapshot
- Plan Sponsor: Advent Capital, INC.
- Sponsor EIN: 830522740
- Sponsor Address: 4780 YORK ST., DENVER, CO, 80216
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $257,071
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 23 | $257,071 | $4,972 | $8,150 |
| 2024 | 14 | $365,543 | $18,915 | $25,826 |
| 2023 | 24 | $361,560 | $21,771 | $32,557 |
| 2022 | 17 | $268,039 | $25,715 | $45,111 |
| 2019 | 21 | $968,219 | $39,991 | $60,286 |