Plan Snapshot
- Plan Sponsor: Ascend Tax And Business Advisors LLP
- Sponsor EIN: 920691097
- Sponsor Address: 27001 AGOURA ROAD, CALABASAS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $12.5M
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 | 47 | $12.5M | $339,967 | $465,569 |
| 2023 | 45 | $10.0M | $685 | $304,950 |