# Blum Capital Partners, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/blum-capital-partners-l-p-401k-plan-001-5364

> Blum Capital Partners, L.P.'s 401(k) plan: 4 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:** 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|

## Similar Plans

- [Cannon Beach Consultants INC.](https://planprovider.pro/companies/cannon-beach-consultants-inc-401k-plan) — 4 participants

- [Thomas J. Wolf, Cfp](https://planprovider.pro/companies/thomas-j-wolf-cfp-plan) — 4 participants

- [Legacy Retirement Advisors](https://planprovider.pro/companies/legacy-retirement-advisors-401k-plan) — 4 participants

- [Tabr Capital Management LLC](https://planprovider.pro/companies/tabr-capital-management-llc-401k-plan) — 4 participants

- [Murano Group LLC](https://planprovider.pro/companies/murano-group-llc-401k-plan) — 4 participants

- [Matthew C Barnhart Fa](https://planprovider.pro/companies/matthew-c-barnhart-fa-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blum-capital-partners-l-p-401k-plan-001-5364)

© 2026 PlanProvider.Pro