# Ascend Tax And Business Advisors LLP 401(k) Plan
Source: https://planprovider.pro/companies/ascend-tax-and-business-advisors-llp-401k-plan

> Ascend Tax And Business Advisors LLP's 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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