Plan Snapshot
- Plan Sponsor: T.L. Ashford & Associates
- Sponsor EIN: 311068917
- Sponsor Address: PO BOX 17098, FORT MITCHELL, KY, 41017
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $7.1M
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 | 15 | $7.1M | $56,798 | $132,146 |
| 2023 | 15 | $5.8M | $52,559 | $123,420 |
| 2022 | 15 | $4.7M | $51,454 | $123,697 |