Plan Snapshot
- Plan Sponsor: Directed Equity, INC.
- Sponsor EIN: 201981338
- Sponsor Address: 19673 SOLAR CIRCLE, STE 201, PARKER, CO, 80134
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.6M
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 | 11 | $1.6M | $26,828 | $91,630 |
| 2023 | 12 | $1.9M | $23,604 | $89,670 |
| 2022 | 11 | $1.9M | $23,348 | $81,838 |