Plan Snapshot
- Plan Sponsor: Efficient Capital Management, LLC
- Sponsor EIN: 364276379
- Sponsor Address: 4355 WEAVER PKWY, WARRENVILLE, IL, 60555
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $19.6M
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 | 29 | $19.6M | $681,266 | $550,692 |
| 2023 | 28 | $16.1M | $591,572 | $348,774 |
| 2022 | 25 | $13.4M | $561,791 | $443,500 |