Plan Snapshot
- Plan Sponsor: Baker Avenue Asset Management, LP
- Sponsor EIN: 201735413
- Sponsor Address: 301 BATTERY STREET, 2ND FLOOR, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 51
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 51 | $9.9M | $0 | $0 |
| 2024 | 44 | $7.5M | $235,417 | $540,084 |
| 2023 | 36 | $5.5M | $209,742 | $502,561 |
| 2022 | 36 | $3.5M | $139,587 | $419,303 |
Similar Plans
- Franklin Resources, INC. — 6,876 participants
- Pantheon Freedom, INC. — 2,400 participants
- Edelman Financial Engines, LLC — 2,396 participants
- Allianz Asset Management Of America LLC — 2,228 participants
- Cerity Partners Management LLC — 1,579 participants
- Assetmark Financial Holdings, INC. — 1,024 participants