Plan Snapshot
- Plan Sponsor: Capacity Commercial Group, LLC
- Sponsor EIN: 201004899
- Sponsor Address: 805 SW BROADWAY STE 700, PORTLAND, OR, 972053347
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $4.1M
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 | 34 | $4.1M | $47,092 | $201,524 |
| 2023 | 18 | $3.9M | $37,010 | $157,587 |
| 2022 | 16 | $3.2M | $30,716 | $169,083 |