Plan Snapshot
- Plan Sponsor: Blum Capital Partners, L.P.
- Sponsor EIN: 942951480
- Sponsor Address: 550 CALIFORNIA STREET, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 9 | $3.4M | $32,988 | $160,652 |
| 2023 | 8 | $3.0M | $32,133 | $165,386 |
| 2022 | 9 | $2.5M | $32,225 | $131,236 |