# Capricorn Investment Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capricorn-investment-group-llc-401k-plan

> Capricorn Investment Group, LLC's 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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