Plan Snapshot
- Plan Sponsor: Coverpoint Partners, LLC
- Sponsor EIN: 871145425
- Sponsor Address: 847 S. RANDALL RD., #317, ELGIN, IL, 60123
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $2.1M
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 | 60 | $2.1M | $0 | $129,824 |
| 2023 | 21 | $2.3M | $0 | $137,878 |
| 2022 | 25 | $2.2M | $0 | $66,405 |