Plan Snapshot
- Plan Sponsor: Agate Software, INC.
- Sponsor EIN: 383161089
- Sponsor Address: 2214 UNIVERSITY PARK DRIVE, OKEMOS, MI, 48864
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 117 | $4.4M | $132,707 | $521,076 |
| 2023 | 100 | $4.3M | $95,885 | $471,476 |
| 2022 | 70 | $3.6M | $85,558 | $406,104 |