Plan Snapshot
- Plan Sponsor: Acacia Capital, LLC
- Sponsor EIN: 943307073
- Sponsor Address: 101 S. ELLSWORTH AVENUE, SAN MATEO, CA, 94401
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 27
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 27 | $19.6M | $0 | $0 |
| 2024 | 19 | $16.9M | $5,175 | $509,315 |
| 2023 | 18 | $14.4M | $4,059 | $508,086 |
| 2022 | 18 | $12.0M | $8,581 | $466,413 |