Del-Sette Capital Management L 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Del-Sette Capital Management L
  • Sponsor EIN: 453456856
  • Sponsor Address: 1332 UNION ST, SCHENECTADY, NY, 123083008
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $1.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202510$1.3M$79,335$81,755
202411$866,234$145,507$47,792
20238$843,797$68,565$66,570
20228$591,998$61,779$67,003

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