Plan Snapshot
- Plan Sponsor: Capri Capital Partners, LLC
- Sponsor EIN: 364389471
- Sponsor Address: 208 S. LASALLE STREET, CHICAGO, IL, 60604
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.8M
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 | 6 | $1.8M | $0 | $30,500 |
| 2023 | 5 | $2.0M | $0 | $43,526 |
| 2022 | 4 | $1.7M | $0 | $13,474 |