Plan Snapshot
- Plan Sponsor: Calvert Street Capital Partners, INC.
- Sponsor EIN: 521930752
- Sponsor Address: 1 OLYMPIC PLACE,, TOWSON, MD, 21204
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 18 | $6.0M | $123,809 | $283,668 |
| 2023 | 19 | $4.8M | $113,931 | $369,925 |
| 2022 | 18 | $4.3M | $99,874 | $289,353 |