Plan Snapshot
- Plan Sponsor: Broadoak Capital Partners, INC.
- Sponsor EIN: 364727862
- Sponsor Address: 4800 MONTGOMERY LANE, STE 230, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $11.0M | $218,833 | $189,286 |
| 2023 | 10 | $9.4M | $192,229 | $195,891 |
| 2022 | 10 | $8.3M | $207,186 | $200,679 |