Plan Snapshot
- Plan Sponsor: Cape Clear LLC
- Sponsor EIN: 043433166
- Sponsor Address: 116 FLANDERS RD STE 3000, WESTBOROUGH, MA, 015811072
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.6M
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 | 7 | $4.6M | $21,406 | $162,094 |
| 2023 | 7 | $3.8M | $25,274 | $156,425 |
| 2022 | 7 | $3.2M | $16,469 | $149,999 |