Plan Snapshot
- Plan Sponsor: Eastward Capital Partners, LLC
- Sponsor EIN: 201146938
- Sponsor Address: 432 CHERRY STREET, WEST NEWTON, MA, 02465
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $8.9M
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 | 12 | $8.9M | $150,000 | $240,598 |
| 2023 | 12 | $7.2M | $150,000 | $237,908 |
| 2022 | 11 | $6.7M | $150,000 | $213,861 |