Plan Snapshot
- Plan Sponsor: Mutual Asset Corporation
- Sponsor EIN: 841567535
- Sponsor Address: 193 SOUTH 27TH AVE, SUITE 300, BRIGHTON, CO, 80601
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $3.0M
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 | 5 | $3.0M | $157,708 | $140,000 |
| 2023 | 5 | $2.3M | $144,850 | $135,000 |
| 2022 | 5 | $1.9M | $144,764 | $124,250 |