# Directed Equity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/directed-equity-inc-401k-plan

> Directed Equity, INC.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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