# Townsend And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/townsend-and-associates-inc-401k-plan

> Townsend And Associates, INC.'s 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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