# Tda Research, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tda-research-inc-401k-plan

> Tda Research, INC.'s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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