# Broadoak Capital Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/broadoak-capital-partners-inc-401k-plan

> Broadoak Capital Partners, INC.'s 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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