Plan Snapshot
- Plan Sponsor: Equilibrium Capital Management, INC.
- Sponsor EIN: 452716096
- Sponsor Address: 411 NW PARK AVENUE, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 22 | $6.4M | $384,922 | $538,813 |
| 2023 | 37 | $5.8M | $544,969 | $735,097 |
| 2022 | 41 | $4.1M | $290,023 | $643,519 |