Plan Snapshot
- Plan Sponsor: Take Charge America, INC
- Sponsor EIN: 860593598
- Sponsor Address: 20430 N 19TH AVE, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 58 | $5.0M | $64,126 | $167,313 |
| 2023 | 64 | $6.2M | $82,890 | $217,115 |
| 2022 | 63 | $5.3M | $87,125 | $240,672 |