Plan Snapshot
- Plan Sponsor: Boon Capital Advisors, LLC
- Sponsor EIN: 462170620
- Sponsor Address: 666 DUNDEE ROAD, NORTHBROOK, IL, 60062
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.2M | $38,745 | $30,500 |
| 2023 | 2 | $1.0M | $15,015 | $22,500 |
| 2022 | 2 | $856,604 | $11,926 | $20,500 |