Alaris Capital, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Alaris Capital, LLC
  • Sponsor EIN: 811083610
  • Sponsor Address: 4900 MAIN STREET, KANSAS CITY, MO, 64112
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $9.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$9.1M$405,711$82,967
202311$7.5M$337,885$88,373
202211$5.9M$340,606$56,731

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