Plan Snapshot
- Plan Sponsor: Ian D. Gardenswartz & Associates
- Sponsor EIN: 841003319
- Sponsor Address: 6825 E TENNESSEE AVE. #235, DENVER, CO, 80224
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 13 | $2.7M | $101,133 | $104,808 |
| 2023 | 14 | $6.1M | $88,853 | $104,506 |
| 2022 | 17 | $8.0M | $0 | $87,517 |