Bakala Capital LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bakala Capital LLC
  • Sponsor EIN: 863977985
  • Sponsor Address: 355 S MAIN ST STE 904, GREENVILLE, SC, 29601
  • Plan Type: 401(k)
  • Total Participants: 43
  • Total Assets: $675,436

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.
202443$675,436$98,110$138,745
202346$401,273$82,905$125,638
202241$157,923$62,849$97,144

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