Plan Snapshot
- Plan Sponsor: Capital Funding Group INC
- Sponsor EIN: 521815281
- Sponsor Address: 2455 HOUSE STREET, BALTIMORE, MD, 21209
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 20 | $9.7M | $156,763 | $317,053 |
| 2023 | 37 | $8.4M | $180,873 | $333,724 |
| 2022 | 36 | $6.5M | $174,037 | $334,620 |