Plan Snapshot
- Plan Sponsor: Ansgar Capital Partners, LLC
- Sponsor EIN: 812008670
- Sponsor Address: 6325 ARDREY KELL RD. SUITE 100, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 24 | $2.2M | $78,703 | $139,057 |
| 2023 | 26 | $1.9M | $65,159 | $121,602 |
| 2022 | 50 | $1.9M | $89,976 | $196,482 |