Plan Snapshot
- Plan Sponsor: Townsend And Associates, INC.
- Sponsor EIN: 841170723
- Sponsor Address: 2761 WEST 120TH AVE SUITE 200, WESTMINSTER, CO, 80234
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $7.3M
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 | 27 | $7.3M | $243,504 | $399,786 |
| 2023 | 27 | $6.0M | $218,727 | $347,284 |
| 2022 | 20 | $4.9M | $177,218 | $292,095 |