Ausdal Financial Partners INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ausdal Financial Partners INC
  • Sponsor EIN: 421129623
  • Sponsor Address: 5187 UTICA RIDGE RD, DAVENPORT, IA, 528073863
  • Plan Type: 401(k)
  • Total Participants: 29
  • Total Assets: $4.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$4.3M$98,480$285,751
202324$3.4M$107,907$283,821
202227$2.9M$105,943$248,149

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