Plan Snapshot
- Plan Sponsor: Tda Research, INC.
- Sponsor EIN: 841043375
- Sponsor Address: 4680 TABLE MOUNTAIN DRIVE, GOLDEN, CO, 80403
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 137 | $44.5M | $968,639 | $1.3M |
| 2023 | 110 | $38.9M | $803,285 | $1.2M |
| 2022 | 113 | $32.1M | $686,342 | $980,105 |