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)
- Total Participants: 44
- Total Assets: $7.5M
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. |
|---|
| 2024 | 44 | $7.5M | $235,417 | $540,084 |
| 2023 | 36 | $5.5M | $209,742 | $502,561 |
| 2022 | 36 | $3.5M | $139,587 | $419,303 |