# Take Charge America, INC 401(k) Plan
Source: https://planprovider.pro/companies/take-charge-america-inc-401k-plan

> Take Charge America, INC's 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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