# Blum Capital Partners, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/blum-capital-partners-l-p-401k-plan-001-1480

> Blum Capital Partners, L.P.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [One Degree](https://planprovider.pro/companies/the-center-to-promote-healthcare-access-inc-403b-plan) — 9 participants

- [Pacific Merchant Shipping Association](https://planprovider.pro/companies/pacific-merchant-shipping-association-401k-plan) — 8 participants

- [The Health Trust](https://planprovider.pro/companies/the-health-trust-403b-plan) — 11 participants

- [Alive And Free](https://planprovider.pro/companies/alive-and-free-401k-plan) — 7 participants

- [Independent Insurance Agents And Brokers Of Ca](https://planprovider.pro/companies/independent-insurance-agents-and-brokers-of-ca-401k-plan) — 7 participants

- [Bay Area Industry Promotion Fund](https://planprovider.pro/companies/bay-area-industry-promotion-fund-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blum-capital-partners-l-p-401k-plan-001-1480)

© 2026 PlanProvider.Pro