# Equilibrium Capital Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/equilibrium-capital-management-inc-401k-plan

> Equilibrium Capital Management, INC.'s 401(k) plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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