Plan Snapshot
- Plan Sponsor: Blum Capital Partners, L.P.
- Sponsor EIN: 943205364
- Sponsor Address: 909 MONTGOMERY ST STE 400, SAN FRANCISCO, CA, 94133
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $5.8M
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 | 4 | $5.8M | $39,368 | $90,889 |
| 2023 | 7 | $6.1M | $54,408 | $186,299 |
| 2022 | 10 | $5.0M | $71,188 | $213,506 |