Plan Snapshot
- Plan Sponsor: Capricorn Investment Group, LLC
- Sponsor EIN: 208893021
- Sponsor Address: 250 UNIVERSITY AVENUE, SUITE 400, PALO ALTO, CA, 94301
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 68 | $20.4M | $714,289 | $986,602 |
| 2023 | 52 | $16.0M | $698,912 | $929,827 |
| 2022 | 60 | $12.6M | $654,659 | $899,098 |