Ailsa Capital Management, INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ailsa Capital Management, INC
  • Sponsor EIN: 273973535
  • Sponsor Address: 272 E. 12200 S., SUITE 100, DRAPER, UT, 84020
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $2.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$2.2M$7,806$16,799
20235$1.9M$96,750$52,268
20225$1.4M$74,482$63,800

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