Allele Capital Partners LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Allele Capital Partners LLC
  • Sponsor EIN: 821506762
  • Sponsor Address: 275 COMMERCIAL BLVD STE 333, LAUDERDALE BY THE SEA, FL, 333084467
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $184,457

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.
20248$184,457$0$44,566
20235$139,092$0$29,000
20226$154,106$0$104,000

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