# Efficient Capital Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/efficient-capital-management-llc-401k-plan

> Efficient Capital Management, LLC's 401(k) plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Frontenac Company](https://planprovider.pro/companies/frontenac-company-plan) — 29 participants

- [Nuview Ira, INC.](https://planprovider.pro/companies/nuview-ira-inc-plan) — 29 participants

- [Fidus Investment Advisors, LLC](https://planprovider.pro/companies/fidus-investment-advisors-llc-401k-plan) — 31 participants

- [Wp Global Partners INC.](https://planprovider.pro/companies/wp-global-partners-inc-401k-plan) — 32 participants

- [Hfr Group, LLC](https://planprovider.pro/companies/hfr-group-llc-401k-plan) — 36 participants

- [Merit Capital Partners Iv, LLC](https://planprovider.pro/companies/merit-capital-partners-iv-llc-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/efficient-capital-management-llc-401k-plan)

© 2026 PlanProvider.Pro