Plan Snapshot
- Plan Sponsor: Ashford Advisors LLC
- Sponsor EIN: 161595507
- Sponsor Address: 30B GROVE ST, PITTSFORD, NY, 145341334
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.7M
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 | 5 | $1.7M | $37,802 | $70,456 |
| 2023 | 7 | $1.3M | $34,810 | $70,521 |
| 2022 | 6 | $983,402 | $35,096 | $65,232 |