# Congaree River LLC 401(k) Plan
Source: https://planprovider.pro/companies/congaree-river-llc-plan

> Congaree River LLC's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Congaree River LLC

- **Sponsor EIN:** 363197235

- **Sponsor Address:** 53 W. JACKSON BLVD., CHICAGO, IL, 60604

- **Plan Type:** 401(k)

- **Total Participants:** 12

- **Total Assets:** $11.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12|$11.3M|$132,765|$126,520|

| 2023|11|$9.6M|$120,270|$121,533|

| 2022|11|$7.8M|$111,089|$114,469|

## Similar Plans

- [Wealth Management Group, LLC](https://planprovider.pro/companies/wealth-management-group-llc-401k-plan) — 12 participants

- [Mk Doyle Investments, INC.](https://planprovider.pro/companies/mk-doyle-investments-inc-plan) — 12 participants

- [Oak Ridge Investments, LLC](https://planprovider.pro/companies/oak-ridge-investments-llc-plan) — 11 participants

- [Grey Street Capital](https://planprovider.pro/companies/grey-street-capital-401k-plan) — 11 participants

- [Blue Balloons LLC](https://planprovider.pro/companies/blue-balloons-llc-plan) — 10 participants

- [Skl Investment Group, LLC](https://planprovider.pro/companies/skl-investment-group-llc-401k-plan) — 10 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/congaree-river-llc-plan)

© 2026 PlanProvider.Pro